Micro Focus Content Manager to Salesforce Connectors

Two solutions are available to connect Salesforce to Micro Focus Content Manager (formerly HP TRIM and HPE Records Manager). Both greatly improve productivity as the records in either system is made available for use in the other. 

Why Integrate with Salesforce?

If your company uses both Salesforce and Micro Focus Content Manager (CM) there are many reasons to connect the two systems:

• Eliminate document rehandling
• Make Content Manager documents available to a wider group of users
• Encapsulate Salesforce documents in Content Manager so they can be more easily managed
• Comply with data residency and privacy regulations
• Save important cloud-based documents to a local repository for backup or disaster recovery purposes
• Create a single bridged solution where the functionality offered by individual systems is shared with the other.

System solutions that integrate well are grant management, tender application and other online document submission systems where large numbers of documents are required to be accessible in Salesforce.

A typical scenario is where Web-to-Lead or Web-to-Case forms to submit information to Salesforce along with important support or proof documents. These documents often need to reside in Content Manager for legal or regulatory reasons, convenience, or workflow processing purposes. FuseIT integrations make it easy to manually or automatically insert documents into Micro Focus Content Manager making them subject to rigorous record management controls like security constraints, version control and, workflow.

Read how integration makes your EDRMS disappear from your Salesforce users. 

Micro Focus Content Manager for Salesforce (S2T)

S2T is a native Salesforce application that lets operators push attachments and chatter documents to one or more Micro Focus Content Manager instances. Typically documents are synchronized when the document is attached - and can be moved or copied to Content Manager. The Content Manager information is viewable in Salesforce via web links. S2T essentially makes Content Manager disappear to most users.

S2T is listed on the Salesforce AppExchange.

Micro Focus Content Manager for Salesforce (T4S)

Like S2T, T4S lets Salesforce operators work with Micro Focus Content Manager. T4S is bi-directional and able to work with larger document sizes because of the way it is designed. It has a number of additional features, like the ability to snapshot important Salesforce records and push them to Content Manager as PDF documents.

T4S has out-of-cloud storage that provides flexibility around Salesforce backup and bulk access.

Connector vs. Connector

Compare the feature sets and differences between connector products. Included is our SooT integration between Sitecore and Content Manager (CM).