T4S FAQs

Question 1

What is T4S?

Accepted Answer

T4S is an enterprise Salesforce solution designed to streamline file and record transactions with OpenText Content Manager (Previously called TRIM). It simplifies document management, giving you full control over your data flow within Salesforce. With T4S, you'll establish a single source of truth, optimizing efficiency and accuracy in document handling.

Question 2

What are the key benefits of T4S?

Accepted Answer

T4S provides: Greater efficiency - Automates the transfer and filing of records, reducing time spent on manual uploads and data entry. Improved accuracy - Creates a single, consistent source of truth for documents across Salesforce and Content Manager. Enhanced security - Ensures sensitive information stays protected and compliant with governance and retention standards. Streamlined workflows - Lets users manage records directly within Salesforce, eliminating the need to switch between systems. Regulatory compliance - Supports public sector and enterprise compliance requirements, helping meet ISO and data residency standards. Better collaboration - Gives teams real-time access to up-to-date documents and metadata. Reduced IT burden - Simplifies system maintenance and integration through a reliable, automated connection.

Question 3

What electronic document and record management systems do you support?

Accepted Answer

Trim Connector (T4S) integrates Salesforce with OpenText Content Manager (TRIM).

Question 4

What versions of OpenText Content Manager (TRIM) and Salesforce are supported?

Accepted Answer

Content Manager (formerly HP TRIM/Micro Focus Content Manager) versions 8 and above, and all Salesforce editions. T4S is designed to support real-time, bidirectional document and metadata sync via TRIM Web Services.

Question 5

Does T4S support government, public sector, or compliance-specific standards?

Accepted Answer

Yes, T4S is built with information governance in mind, supporting regulated environments, retention policies, audit trails, and data residency requirements by integrating smoothly with TRIM governance controls.

Question 6

What security requirements has T4S met?

Accepted Answer

FuseIT is ISO 27001 certified, and T4S undergoes periodic security testing by external security consultants to ensure the platform meets industry best practices for data protection and security standards.

Question 7

Can you provide options to ensure that all data remains onshore?

Accepted Answer

T4S connects Salesforce (hosted at your regional data center) with Content Manager (either your own on-premise file servers or cloud instance). These two endpoints utilise your already existing environment. T4S introduces no other data location or handling requirement. All files remain stored onshore with no offshore data storage.

Question 8

Do you have existing government customers?

Accepted Answer

Yes, T4S is currently used by multiple Australian state government agencies. FuseIT is also registered with Australian state government panels for procurement, making it easier for government organizations to acquire and implement T4S through established procurement frameworks.

Our experience working with government clients means we understand the unique compliance, security, and operational requirements of the public sector.

Question 9

How does the T4S pricing model work?

Accepted Answer

T4S is licensed with an annual charge per user. There is an additional annual maintenance subscription for updates and support.

Question 10

What is required to install T4S?

Accepted Answer

To install and run T4S, you'll need the following components:

A Salesforce Org - T4S works with your existing Salesforce environment.
Access to OpenText Content Manager - Your Content Manager instance where documents are stored and managed.
A Windows server - To host the T4S application that acts as the integration bridge between Salesforce and OpenText Content Manager.
SSL certificates - For secure communication between all components of the system.

Detailed steps are available in the T4S Server Configuration guide, and our team is available to provide assistance.

Question 11

What's involved with implementation?

Accepted Answer

After we've assisted with your T4S installation, we will guide you through the process to configure mapping so the records and documents from your CRM can be stored in the correct place in OpenText Content Manager.

Once the mapping exercise is complete, an initial data migration and reconciliation process will be run to ensure records in each system are present and accurate. This is also a good time to archive documents from Salesforce so that you are not paying for storage you no longer need.

Question 12

How is data securely shared between Salesforce and Content Manager?

Accepted Answer

T4S employs multiple layers of security to protect data transmitted between Salesforce and Content Manager:

Two-way SSL encryption - All data transferred between the systems is encrypted using two-way SSL (mutual TLS), ensuring that communications are secure and that both systems authenticate each other before exchanging information.
Domain name filtering - Access is restricted to approved domains only, preventing unauthorized systems from connecting to your Content Manager instance.
Firewall isolation for Content Manager - Your Content Manager system remains protected behind your firewall, with T4S acting as a secure bridge between Salesforce and your on-premises or private cloud environment.

These security measures work together to ensure your data remains protected throughout the entire integration process while maintaining seamless functionality between both platforms.

Question 13

How can I adopt T4S alongside my current workflows?

Accepted Answer

T4S is designed to operate alongside your existing processes and systems. The platform provides:

Compatibility with your existing Content Manager taxonomy - T4S works with your current Content Manager structure, including your established classification schemes, metadata, and organizational hierarchy. Through configuration, T4S can be set up to match your taxonomy, so you don't need to redesign your information architecture.
A public API for custom integrations - For complex or specialized processes, Apex or Flow in Salesforce can be used allowing functionality to be tailored to your specific business requirements and automate workflows according to your needs.
Support for asynchronous operations - T4S handles background processes and batch operations, allowing you to integrate document management tasks into your workflows without impacting system performance or user experience.

This flexibility ensures T4S complements your existing workflows rather than requiring you to change how your organization operates. Most implementations can be configured to work with your processes out of the box, with custom integrations only needed for more complex scenarios.

Question 14

How can I see my content manager's files in Salesforce?

Accepted Answer

Once T4S is installed, a new user interface control is made available that can be dragged and dropped directly onto Salesforce screen layouts.

You and your team can view relevant documents, upload new files, search Content Manager, and perform other document management operations right where you're already working. Files can be related to Cases, Accounts, Contacts, or any other type of record. This provides a seamless experience that keeps users productive within their familiar Salesforce environment.

Having everything accessible natively within Salesforce means no switching between applications, and no separate logins.

Question 15

Does T4S support multi-tenancy?

Accepted Answer

Yes. A single T4S deployment can connect to multiple Salesforce Orgs and multiple Content Manager servers. This may be used when many non-production environments are sharing the same infrastructure.

Question 16

Can I transfer metadata with documents?

Accepted Answer

Yes. Metadata from Salesforce can be included with containers and documents sent to Content Manager.

Question 17

Does T4S support bulk file transfers or data migration?

Accepted Answer

Yes. T4S supports bulk file revisions and container creation, with performance exceeding 12,000 containers/hour.

Question 18

Can I use Windows authentication with Content Manager?

Accepted Answer

Yes. T4S supports secure Windows authentication.

Question 19

How are security and user permissions managed?

Accepted Answer

T4S respects Salesforce profiles and permission sets, and Content Manager access controls. Users can only view/upload documents they are authorized to access in both systems.

Question 20

Can I customize which metadata fields map between Salesforce and TRIM?

Accepted Answer

Yes. Field mapping is configurable to suit your object structure, label conventions, retention requirements, and metadata policies.

Question 21

Can T4S be used with Salesforce Connected Apps and External Client Apps?

Accepted Answer

Yes, with the majority of the Headless and oAuth 2.0 Flows, except for the Server-to-Server flows where a UserInfo Session has not been made available by Salesforce. e.g OAuth 2.0 JWT Bearer Flow and OAuth 2.0 Device Flow. T4S will check the current user's UserInfo and Session to determine if the user has provided their own personal Content Manager credentials to be used by T4S. And if no personal credentials are stored, T4S will use the default Content Manager Integration User.

Question 22

Where can I get help?

Accepted Answer

Visit our support centre at /support for assistance.

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