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.
What's new in v2.0.11?
- Capture document versions from Salesforce into Content Manager
- Application has been rewritten with React JS and .NET6 to increase performance and stability
- Polling scheduler has been updated to run hourly, daily, weekly or monthly
- Users can now configure the connector to add notes to any folder it creates
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