Demo: OnBase Integration for Salesforce
Discover how the integration centralizes key content in one location and delivers information when and where you need it.
Harness the power of a unified content, process and application intelligence platform to unlock the value of enterprise content.
Learn moreJoin us on October 10 as we explore Hyland’s intelligent content solutions and how they can help transform your organisation!
Register nowIt's your unique digital evolution … but you don't have to face it alone. We understand the landscape of your industry and the unique needs of the people you serve.
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Dig deeperThe integration provides seamless access to critical documents and data in the same Salesforce system you use to manage business relationships.
Instantly surface documents like contracts, invoices and more alongside corresponding Salesforce records.
Achieve a single, complete view of business relationships so you can focus more time on your customers.
Avoid costly API development by integrating configuration and data mapping within the Salesforce interface.
Help users work smarter by leveraging industry-leading content management features.
The Hyland content services platform digitizes and stores documents in a single repository. Search and retrieve directly from Salesforce, and import documents via drag and drop.
Access all relevant documents associated with records from Salesforce screens.
Empower teams to search for documents without leaving Salesforce and within the context of the current record.
Decrease document indexing when uploading with built-in configuration and data mappings between Salesforce and Hyland.
Manage and retain high-value content associated with records based on organizational retention polices.
Avoid ongoing storage fees by storing all Salesforce-related content in the Hyland content services platform. Content can be quickly moved with bulk migration tools.
Discover how the integration centralizes key content in one location and delivers information when and where you need it.
Watch this video to understand the benefits of Hyland’s OnBase integration for Salesforce.
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