Join the Micro Focus 2022 IMG Webinar Series: Content Manager and Salesforce: Better Together
Date: Wednesday, April 27, 2022
Time: 1:00pm–2:00pm AEST
Speakers: Terry Humphris & William Boyd
Join this session to learn how integration improves the efficiency of Salesforce teams. T4S is a bidirectional real-time integration that uses Salesforce automation to file documents in Content Manager. This makes record management almost transparent and is an easy way to make Content Manager accessible to more people.
Organisations can replace any Salesforce file with a link to the same document residing in Content Manager. Alternatively, T4S can be configured to keep documents in both systems. Using automation, T4S allows the attachments in inbound emails to be auto-saved to Content Manager. Similarly, key Salesforce records can be auto-saved to Content Manager as HTML files.
Users in Salesforce can also search Content Manager for documents, view and edit these locally, then save them back as a new version in Content Manager. The real value of T4S is using automation to make Content Manager and file management easier in Salesforce.
* Friday in the US is
Saturday in New Zealand.