OpenText Content Manager to Salesforce

S2T Benefits

Discover ways to work with files without leaving Salesforce:

• Send Salesforce files and records to Content Manager

• Push is initiated by a button click

• Includes create, update, and delete functionality

• Save Salesforce records to Content Manager as Rich Text Files

• Upload files to targeted containers in Content Manager

• Content Manager location can be globally set or individually overridden

• Configurable for multiple Content Manager instances

• Override default Content Manager credentials with personal credentials

• Two-way SSL connection between Salesforce and Content Manager

• Supports REST and SOAP calls to Content Manager

• Native Salesforce application

S2T is listed on the Salesforce AppExchange so is a Salesforce.com managed package. S2T uses web services to pass individual or multiple records to configurable locations in OpenText Content Manager.

S2T Features

S2T helps in other ways: 

• Send files to mapped containers in Content Manager

• Files can reside in Content Manager only. The Salesforce record has a reference link to the Content Manager file. Content Manager has a reference link to the Salesforce record

• Alternatively, files can reside in both Content Manager and Salesforce (configurable)

• View, save, update, delete, and download Content Manager files from Salesforce

• Search and find Content Manager files from Salesforce then add a reference link in Salesforce

• Save related Salesforce records to Content Manager as Rich Text Files

• Save inbound emails and email attachments to Salesforce to Content Manager using Salesforce Email-To-Case

• Show a list of files in Salesforce from a designated Content Manager location

• Reduce file volumes in Salesforce

• Use filters to auto-sync specific files to Content Manager

• In Salesforce, view all files in a Content Manager container from a predefined search