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OpenText Content Manager to Salesforce


T4S is an enterprise Salesforce connector that automates the transaction of files and records with OpenText Content Manager. Using Salesforce workflow with T4S significantly optimizes file management processes.

Document Management Simplified

 is a Salesforce application that transparently transacts files and records to mapped locations in OpenText Content Manager. Inbound files to Salesforce can be synced to Content Manager and replaced with a link in Salesforce. Users are able to search, view and edit Content Manager files from Salesforce.



T4S Benefits

Discover ways to work with files without leaving Salesforce:

  • Transparently send Salesforce files and records to Content Manager

  • Transactions can be fully automated or by button click

  • Includes create, update, and delete functionality

  • Save Salesforce records to Content Manager as Rich Text Files

  • Upload files to targeted containers in Content Manager

  • Content Manager location can be globally set or individually overridden

  • Configurable for multiple Content Manager instances

  • Override default Content Manager credentials with personal credentials

  • Two-way SSL connection between Salesforce and Content Manager

  • Supports REST and SOAP calls to Content Manager

  • Native Salesforce application

T4S is a Salesforce application architected to exchange large file sizes between the two systems. T4S uses Salesforce best practice with Content manger authentication to ensure information is fully protected.

T4S Features

T4S helps in other ways: 

  • Automatically sends files to mapped containers in Content Manager

  • Files can reside in Content Manager only. The Salesforce record has a reference link to the Content Manager file. Content Manager has a reference link to the Salesforce record

  • Alternatively, files can reside in both Content Manager and Salesforce (configurable)

  • View, save, update, delete, and download Content Manager files from Salesforce

  • Search and find Content Manager files from Salesforce then add a reference link in Salesforce

  • Save related Salesforce records to Content Manager as Rich Text Files

  • Save inbound emails and email attachments to Salesforce to Content Manager using Salesforce Email-To-Case

  • Show a list of files in Salesforce from a designated Content Manager location

  • Reduce file volumes in Salesforce

  • Use filters to auto-sync specific files to Content Manager

  • In Salesforce, view all files in a Content Manager container from a predefined search

See how T4S works for your teams:


With T4S, file management is optimized by creating a single source of truth for business files. By syncing files and records from Salesforce to OpenText Content Manager, workers no longer need to devote countless hours to filing documents.
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T4S enables managers to make the most of their resources by eliminating repetitive document filing tasks. Additionally, by integrating Salesforce with OpenText Content Manager, files can be centrally stored in the latter, making it easier to locate them.
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CMS-CRM connector technology


Salesforce integration extends the features of OpenText Content Manager into the cloud. This solves challenges in both systems around data integrity, storage limits, operational efficiencies, universal access, and more.
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