Salesforce and Force.com Integration

Salesforce and Force.com are helping companies extend SaaS applications past CRM. But if you are using Salesforce or Force.com alone, you are only addressing the data side of your needs. SpringCM enhances every part of sales, marketing and customer support with rich document management and workflow functionality and also enables you to experience the benefits of many other content-centric applications.

While Force.com has a content component, many companies find they need more functionality to truly automate content-centric processes such as contract management, correspondence management, case management, marketing asset management, and more. 

For companies looking to develop rich content applications fully integrated with Salesforce and Force.com, SpringCM offers its Cloud Connector for Salesforce and Force.com that lets you add the following capabilities to your Force.com applications:

  • Automatic document expiration and notification: never miss a renewal
  • Fax integration: automatically provision your own toll-free fax line and receive faxes directly into Force.com applications
  • Email integration: assign an e mail to any Force.com or SpringCM folder and streamline capturing all kinds of communication in Force.com applications
  • OCR: all content; PDFs, e mails, faxes, documents – are full text searchable
  • Merge/split documents: complex document splitting and auto document generation using data from any Forec.com object. Generate reports, auto-replies, letters, and contracts automatically
  • Version control, audit trails and security: comprehensive document management features provide control and visibility to document revisions
  • Tagging and keywords: full metadata and tagging is supported to allow you to track document content status and terms
  • Process automaton: from simple automation to complete Business Process Management including pulling data from and putting data into Force.com database tables
  • ERP integration: extract data from documents and place it in Force.com or your installed ERP system - many ERPs are supported
  • SharePoint Integration: if you are using SharePoint, SpringCM Cloud Connectors for SharePoint provide rich content applications that can be exposed in SharePoint portals
  • eSignatures: fully supported and integrated with document workflows. Signed documents are managed and stored in the document repository
  • Records management: store content in compliance with corporate standards for retention and destruction; support e-discovery processes

For more information, read the Cloud Connector for Salesforce.com datasheet

Talk to a SpringCM solutions expert about your interest in extending Force.com application with rich content management capabilities

Explore the capabilities of the SpringCM platform.

Request a demo of SpringCM.

See SpringCM’s AppExchange listing.