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Core Content Management: Secure Document Management for AI

Turn AI insights into action at every customer interaction

Overview

Simplify sales and service processes with cloud-first, AI-powered content management built for Salesforce. Automate document workflows, surface insights from governed content, and deliver a 360° view of every customer — without leaving Salesforce.

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See How Core Content Management: Secure Document Management for AI Works

  • AI Content Intelligence: Find, summarize, translate, and generate content in seconds with built-in Content Aviator AI. Surface insights from documents and customer records within Salesforce to act faster.

  • Agentforce-Ready: Extend content intelligence to your AI agents with OpenText Content Aviator for Agentforce built in. Give agents governed access to enterprise documents so they reason over real content, not just CRM data.

  • Automated Workflows: Automate document filing, lifecycle management, and approval workflows to eliminate manual work. Pre-configured templates accelerate contract management, customer onboarding, and case resolution.

  • Cross-System Unification: Connect content across Salesforce, SAP, Guidewire, Microsoft 365, and Google Workspace from one platform. Link documents to accounts, opportunities, and cases for a complete 360° customer view — no app switching.

  • Governance & Compliance: Secure every document with enterprise-grade retention policies, audit trails, role-based access, and digital signatures. Meet GDPR and industry regulations with governance built in — not bolted on.

  • Fast to Deploy: Get up and running fast with cloud-native SaaS content management. No IT infrastructure required. Automatic quarterly updates keep you current. Single sign-on with Salesforce means frictionless access from day one.

OpenText Core Content Management for Salesforce is AI-powered cloud content management built for the Agentic Enterprise. It gives every Salesforce user and Agentforce governed access to enterprise content that drives sales and service outcomes. It delivers full document lifecycle management with enterprise-grade controls. Documents are automatically organized and surfaced within Salesforce, linked to accounts, opportunities, and cases so teams work with the right content in context. Key use cases: contract management across Salesforce and SAP, customer onboarding automation, AI-powered cross-sell and up-sell insights, sale-to-order processing with SAP and Microsoft, claims and policy management for insurance, and cross-functional collaboration across Microsoft 365 and Google Workspace. Built-in OpenText Content Aviator AI lets users search, summarize, translate, and generate content in seconds. Integrated with Agentforce, it extends content intelligence to your AI agents. Enterprise governance is built in — retention policies, audit trails, role-based access, and digital signatures keep content secure, auditable, and regulation-ready.

Categories

Business Needs
Collaboration
Contract Management
Document Management
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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