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When Salesforce is your home base, it can be time consuming, frustrating and potentially costly to have to jump between systems to get the data and documents you need. Enter the Hyland OnBase Integration for Salesforce.

The OnBase Integration for Salesforce extends the industry-leading content services capabilities of OnBase to give users instant access to critical information — all within their familiar Salesforce user interface. Users can easily import, search, retrieve and view relevant documents directly from corresponding Salesforce records.

Streamline your processes — improving productivity, employee satisfaction and business and customer relationships. Explore the most common questions about our Salesforce-certified integration:

How does the Hyland OnBase Integration for Salesforce differ from the Salesforce built-in CMS?

The Hyland Salesforce connector offers more robust content services capabilities, allowing for:

  • Rich capture
  • Work management framework
  • Better search functionality
  • Built-in content viewer
  • Competitive storage pricing
  • Support for more content types
  • Integrations across multiple core organization-wide applications

What versions of OnBase does the Salesforce integration support?

Customers must have OnBase EP3 or higher. The most recent OnBase Integration for Salesforce, 2.0, is available for OnBase Foundation EP5 and Hyland is targeting backward compatibility with EP3 in 2022.

The most recent enhancement package, EP5, is a long-term release, which means customers on EP5 will receive critical updates, security patches and fixes over a longer term than non-long-term EPs. Interested in upgrading to EP5? Discover all the benefits of our Q3 2021 releases.

Please note that installation also requires the following:

  • Hyland Identity Provider (IdP)
  • Hyland API Server
  • Hyland IAM Configuration Application

54 percent of customers say it generally feels like they’re communicating with separate departments, not one company, with 65 percent saying they often need to repeat or re-explain informationion

State of the Connected Consumer Report, 4th Edition, Salesforce

Is any coding required?

Staying true to our commitment to low-code, user-friendly functionality — coding is not required for the basic connector within Salesforce or OnBase. Built-in configuration provides mapping between Salesforce data and OnBase concepts, which reduces manual indexing and eliminates custom API development costs. The integration can also be configured from within the familiar Salesforce environment, enabling you to reap the benefits without burdening IT resources.

If I upload a document in OnBase, will I see it in Salesforce (and vice versa)?

Yes, the OnBase Integration for Salesforce allows for bidirectional communication between the two platforms if keywords and queries are configured correctly in both systems. In addition, keywords can be edited directly in Salesforce.

Can I download or print documents from the Salesforce integration?

Yes, if your Salesforce and OnBase permissions allow for document downloads and printing. Please note, documents may also be locked down or have security permissions on specific keywords.

What type of Workflow functionality is supported with the connector?

The Hyland Salesforce 2.0 connector lets you view lifecycles and queues that you have access to; view documents associated with a specific queue and execute any associated query filters; and execute automated tasks. Please note, tasks that involve user interaction are not currently supported in the 2.0 version of the integration.

What’s the pricing structure for the OnBase Integration for Salesforce?

Pricing for the Salesforce integration aligns with the Salesforce pricing model and is structured on a per-user basis. For on-premise deployments, the cost is $20 per user, per month, and $35 per user, per month for Hyland-managed instances. There is a 25-user miniumum and enterprise pricing is available. To discuss pricing specific to your organization, contact your account representative. Need help connecting with your rep? Tell our chat bot, “I want to talk to sales” or contact us another way.



 

Will the OnBase Integration for Salesforce work with Hyland Cloud deployments?

Yes, Hyland Cloud implementations are compatible with the OnBase Integration for Salesforce.

Does the OnBase Salesforce integration include Workflow processing?

Yes, support for Workflow, Hyland’s automation engine and electronic routing system, is included in the 2.0 version of the OnBase-Salesforce connector, released with EP5.

Are Unity Forms submissions supported?

While on the connector functionality roadmap, currently, users cannot submit or edit new or existing Unity Forms with the OnBase Integration for Salesforce. Users can view a Unity Form in its current state as if it were a flattened document.

Get a free trial of Hyland’s Salesforce integration.

Visit the Salesforce app exchange page and select “Get it now.” 

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