Your staff will love managing documents from within the customer relationship management system, instead of the document system.
Our two best-in-class software products sync Salesforce cloud-based CRM and Micro Focus Content Manager for real-time integration and automation.
If your company uses both Salesforce cloud CRM software and Micro Focus Content Manager, connecting the two systems will allow you to:
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 need to submit information to the CRM 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 from Salesforce CRM, making them subject to rigorous record management controls like security constraints, version control and, workflow.
Read how integration allows your staff to work on documents within Salesforce without interruption.
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 records in the CRM and push them to Content Manager as PDF documents.
T4S has out-of-cloud storage that provides flexibility around Salesforce backup and bulk access.
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 CRM via web links. S2T essentially makes Content Manager disappear to most users.
S2T is listed on the Salesforce AppExchange.
Compare the feature sets and differences between T4S and 2TS. Included for reference is our SooT integration between the Sitecore content management system and Micro focus Content Manager.
|Software can pass high document volumes||●||●|
|Software can pass documents over 6MB||●||●|
|Software moves documents to CM||●||●||●|
|Direct links to CM documents in Salesforce||●||●||●|
|Software moves documents to Salesforce||●|
|Software moves documents to Sitecore||●|
|Onshoring is real time by button click||●||●||●|
|Onshoring can be synchronized by scheduled event (for bulk delivery)||●||●|
|Documents reside in both CM and Salesforce||●||●|
|Documents can be configured to reside only in CM||●|
|Documents reside in both CM and Sitecore||●|
|CM record by Record Number, URI, Title, etc||●||●|
|CM location container search||●||●||●|
|Create, update or delete CM document from Salesforce||●||●|
|Create, update or delete CM document from Sitecore||●|
|Upload documents from Salesforce to mapped containers in CM||●||●||●|
|Autocreate record per Salesforce sObject||●|
|Autocreate container per Salesforce sObject||●|
|Save Salesforce records to CM as PDF documents||●||●|
|Save completed Sitecore forms to CM as PDF documents||●|
|Save Salesforce emails to CM as text files.||●|
|Show documents in selected CM containers in Salesforce||●|
|Show documents in selected CM containers in Sitecore||●|
|View all documents in a container from a predefined search||●||●|
|Save Salesforce data exports to CM or a local server||●|
|Control access with Salesforce roles and CM permissions||●||●|
|Controls access with Sitecore roles and CM permissions||●|
|Save and view records using your personal CM credentials||●||●|
|Two way SSL connection between Salesforce and CM||●||●|
Ready to join the integration revolution?
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