FYB Sales2CM

The FYB Sales2CM is a seamless integration to capture e-mails, documents and contacts from Salesforce into Micro Focus Content Manager.

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Integrating Salesforce and Content Manager

Using the FYB Sales2CM will provide the following benefits:
  • Automated transfer of metadata and documents to Content Manager, removing manual capture processes and reducing operational costs
  • Ensures your organisation is meeting its record keeping compliance requirements for the storage and management of documents and records within Content Manager
  • Reduces the duplication of information stored in multiple places, increasing data integrity and providing efficiencies to users for the retrieval of information

What is Salesforce?

Salesforce is a customer relationship management solution that allows one source of truth for stakeholder management including contact details and capturing engagement interactions. The CRM is an integrated platform that provides organisations with marketing, sales, commerce, and service functionality in a single, shared view of every customer.

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Prerequisites

  • Micro Focus Content Manager 9.2x, 9.3x, 9.4x
  • A Salesforce account
  • Internet Information Services 8.0 (Server 2012) up to Internet Information Services 10.0 (Server 2016)
  • Access to the FYB Sales2CM requires the user to have a valid Content Manager License
  • The FYB Sales2CM is currently supported using the following browsers:
    - Google Chrome up to 76.0.3809.87
    - Firefox up to version 68.0.1
    - Internet Explorer 11.239.18362.0
    - Microsoft Edge 44.18362.1.0
Click here to learn more about the current supported versions

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See how seamlessly the FYB Sales2CM connector can integrate Salesforce with Content Manager. Contact us today to organise a demonstration and subscription pricing.

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