T4S - OpenText Content Manager to Salesforce

OpenText Content Manager to Salesforce (T4S) Integration

T4S lets Salesforce users transact files with OpenText Content Manager. T4S is bi-directional and able to work with large file sizes because of the way it is designed. It has many advanced features e.g. T4S can push Salesforce files to Content Manager and include a snapshot of the associated Salesforce record.

What are the Benefits?

Integrating Salesforce with a Content Manager has several advantages:

• Improved collaboration: By sharing customer data and files between the two systems, team members can work together more efficiently and effectively  
• Increased efficiency: By combining Content Manager's document management capabilities with Salesforce, organizations can automate and optimize business processes, including document routing, approvals, and archiving. Integration reduces manual data entry and simplifies workflows
• Better data management: Integration enables Salesforce to access and manage large amounts of structured and unstructured data, ensuring data accuracy, consistency, and security
• Enhanced compliance: Content Manager is designed to comply with industry standards, including ISO 15489 and DoD 5015.2. Integration with Salesforce helps organizations maintain compliance with data protection regulations and industry-specific requirements
• Simplified search and retrieval: By integrating Content Manager, users can easily search, retrieve, and share files and records within Salesforce, reducing the time and effort required to find the information they need

• Improved customer experience: By providing quick and easy access to relevant files and records, integration with Content Manager helps organizations provide better customer service and enhance the overall customer experience
• Streamlined file management: Salesforce can be used to manage customer data, while Content Manager can be used to manage records and files. Integration improves document management, allowing users to access and manage customer data and files in a single interface
• Enhanced search capabilities: Content Manager has advanced search capabilities, allowing users to quickly and easily locate specific records and files. Integration enhances the search capabilities of both systems, making it easier for users to find the information they need
• Better decision-making: Organizations get a more complete view of their customer data and files after integration. This allows them to make more informed decisions based on a more comprehensive understanding of their customers

What are the T4S Features?

• Push files and attachments to Content Manager by button click or automated event
• Queue multiple files to be pushed to Content Manager by a scheduled task
• Files  can reside only in Content Manager (referenced in Salesforce)
• Files can reside in both Content Manager and Salesforce (configurable)
• Search and view Content Manager files from Salesforce
• Save, update, delete, or download Content Manager files from Salesforce
• Upload files from Salesforce to mapped containers in Content Manager
• Onshore record retention (data residency) solution

• Save Salesforce records to Content Manager as Rich Text Files (HTML)
• Save Salesforce emails or email attachments to Content Manager as files
• Add direct links to Content Manager files in Salesforce
• Show files in selected Content Manager containers in Salesforce
• View all files in a container from a predefined search
• Save Data Exports to Content Manager or local servers using scheduled tasks
• Control access with Salesforce roles and Content Manager permissions
• Two-way SSL connection between Salesforce and the T4S server

Processing Example

T4S is easily configured to ensure sensitive files are not stored in Salesforce. T4S maps Salesforce records to OpenText Content Manager containers and holds a reference to them in Salesforce.

1. A key file is attached to a Salesforce contact record. This usually happens when a file is manually uploaded to Salesforce, arrives via an inbound email (e.g. email-to-case), or is added during a data import
2. Automation instructs T4S to push the file to a mapped container in Content Manager (the mapping options are very flexible)
3. The file metadata in Content Manager has a reference to the Salesforce record
4. In Salesforce, the file is optionally deleted and replaced by a link to the file in Content Manager
5. Salesforce users can search, retrieve, view, and edit files in Content Manager as permitted by their permissions 

T4S is flexible in the way it maps records to Content Manager with a number of configurable storage options.