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 9.3x, 9.4x, 10x
  • The web application will need to be HTTPS-protected and externally accessible
  • A Salesforce administrator account
  • Microsoft Internet Information Services (IIS) 10
  • The application will need to be installed onto a Content Manager workgroup server
  • A digital certificate installed on the webserver
  • A valid Content Manager license
  • Salesforce version 37.0 or higher
  • Sales2CM is currently supported using the following browsers:
    - Google Chrome
    - Firefox
    - Microsoft Edge
Click here to learn more about the current supported versions

Training Courses

Looking to increase uptake and overall knowledge of the FYB Sales2CM? Training courses are available to provide skills to your staff in the use of FYB's Sales2CM.

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Australian Made and Owned

FYB apps, add-ins and connectors are now certified Australian Made and each proudly carries the ‘Australian Made’ brand.
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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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