S2T for Operations

S2T is a Salesforce application that communicates directly with OpenText Content Manager. S2T simplifies and reduces the time and effort it takes to save files from Salesforce and search and view files from Content Manager.

S2T lets Salesforce operators push files and records to one or more OpenText Content Manager instances. Files are synchronized with a button click. Content Manager files can be searched, opened, edited, and saved from Salesforce.

Operations Brief

• Connect Salesforce to OpenText Content Manager

• Search, view, & add CM documents from Salesforce

• Save documents in CM from web forms, emails, etc.

• Leverage Salesforce automation

• Eliminating double-handling improves productivity

• Extend file access to Salesforce community users

• Save inbound email attachments to CM

• Flexible mapping from Salesforce to CM locations

• Reduces CM user training

• Reduces filing errors and increases retention rates

Daily Operations

Enhanced Productivity: S2T reduces manual processes, enabling your employees to focus on higher-value tasks, which can increase overall productivity
Simplified Access: S2T provides a centralized view of all documents associated with a Salesforce object e.g., lead or contact. This enables faster access to information for all authorized personnel

Efficiency and Effectiveness

Improved Customer Service: By having access to all relevant customer information, customer service representatives can provide faster and more personalized service to customers.
Increased Efficiency: S2T reduces data entry errors, data duplication, and data inconsistencies, saving time and improving operational efficiency
Cost Reduction: Reducing manual processes, and paper-based workflows, and improving efficiency leads to cost reductions in the long run
Optimized Workflows: S2T can automate many processes, such as document creation, routing, and approval, reducing errors and delays

Management of Resources

Increased Employee Satisfaction: By reducing manual data entry and providing better access to information, S2T can help improve employee satisfaction and productivity
Improved Project Management: The integration can help streamline project management by providing a central repository for project-related documents and data
Improved Collaboration: S2T facilitates seamless communication and collaboration between teams, increasing transparency, and productivity

Compliance

Better Compliance: With Micro Focus Content Manager's records management capabilities, compliance with regulatory requirements can be better managed

See how S2T works for your other teams:

Finance

Reimagine connecting your key business systems to realize significant financial savings by adopting modern, automated, and efficient record management processes.

Learn more

Technology

Reduce the volume of documents stored in Salesforce, expand user numbers and access to your record management system, and automate document filing in Salesforce.