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OpenText Content Manager to Salesforce Connectors

 

S2T and T4S are integrations that connect Salesforce to OpenText Content Manager (formerly HP TRIM, Micro Focus Content Manager, and HPE Records Manager). Both greatly improve productivity by making the files in either system available to the other. 

OpenText and Salesforce

Why Integrate with Salesforce?

If your company uses both Salesforce and OpenText Content Manager (CM) there are many reasons to connect these systems:

  • Auto-sync Salesforce files and records to Content Manager
  • Save time and improve productivity
  • Ensure the safety and security of important files  
  • Search, view, and download Content Manager files from Salesforce
  • Save storage costs by replacing Salesforce files with links to files in Content Manager

Other wider benefits include:

  • Eliminate file rehandling and the associated cost  
  • Make Content Manager files available to a wider group of users
  • Encapsulate Salesforce files in Content Manager so they can be more easily managed
  • Comply with data residency and privacy regulations
  • Save important Salesforce records and files to a local repository for backup or disaster recovery purposes

Systems that integrate well include grant management, tender application, and any system where large numbers of files are required to be accessible in Salesforce. A typical scenario is when Web-to-Lead or Web-to-Case forms are submitted to Salesforce with files that need to be in Content Manager for legal or regulatory reasons, convenience, or workflow processing purposes. The S2T and T4S integration make it easy to support this process manually or automatically.

Two objectives of the integrations are automation and cloaking the complexity of Content Manager from everyday users. Read more about the advantages of making Content Manager disappear in this article.

 

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Interested in knowing more? Tell us about your challenges and find out how we can help.

 

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