---
title: "Salesforce Integration"
description: "Hyland Salesforce integrations enable seamless access to critical documents and data, providing a complete view of your business relationships."
url: "https://www.hyland.com/en/platform/integrations/salesforce"
lang: "en"
published: "2026-08-13T19:13:00.489Z"
---

# Salesforce Integration

## Hyland for Salesforce

The integration provides seamless access to critical documents and data in the same Salesforce system you use to manage business relationships.

[Webinar: AI-enabled integrations for Salesforce](https://event.on24.com/wcc/r/5045746/FF30BEDCA70A58CE85E75FED08A55B81)

## Benefits

### Faster access to information

Instantly retrieve documents from Hyland within Salesforce to accelerate decisions and customer service.

### Smarter document management

Use AI-powered indexing and metadata mapping to reduce errors and improve content accuracy.

### Lower storage costs

Offload documents to Hyland’s platform to reduce Salesforce storage usage and associated fees.

### Secure, compliant retention

Apply governance policies across cloud and on-premises content to meet regulatory and audit requirements.

## Key features

Hyland digitizes and stores documents in a single repository. Search and retrieve directly from Salesforce and import documents via drag and drop.

### Unified document access

View and manage Hyland-stored documents directly in Salesforce, eliminating toggling between systems and improving efficiency.

### Drag-and-drop import

Upload documents to Hyland from Salesforce using drag-and-drop, with automatic metadata mapping for accurate indexing.

### Smart search and retrieval

Search Hyland content using Salesforce context and keywords to quickly locate relevant documents and related information.

### Workflow integration

Initiate and interact with OnBase workflows from Salesforce, enabling task completion without leaving the CRM interface.

### Mobile access

Access Hyland documents and workflows from the Salesforce mobile app to stay productive while on the go.

### Flexible configuration

Configure integrations without custom code using admin tools that support scalable deployment across cloud and on-prem environments.

## Compatible products

### [Hyland OnBase](/en/solutions/products/onbase)

Configurable enterprise content solution with low-code tools, prebuilt connectors for line of business systems and industry- and department-specific solutions.

### [Hyland Alfresco](/en/solutions/products/alfresco-platform)

Open, cloud-native solution with PaaS option for content-centric solutions, featuring content, process and governance capabilities.

### [Hyland Perceptive Content](/en/solutions/products/perceptive-content)

Scalable suite for managing content and processes, featuring purpose-built modules and integrations that enable comprehensive information management.

### [Hyland Nuxeo](/en/solutions/products/nuxeo-platform)

Scalable, cloud-native solution for managing transactional business decisions and digital assets enterprise-wide.

### [Hyland Content Innovation Cloud™](/en/platform)

Unified content, process and application intelligence platform that helps you realize the full potential of your unstructured data.

## Work faster and smarter with Hyland and Salesforce

Get instant access to the content you need — right where you work.

## Demo: Hyland OnBase Integration for Salesforce

![Healthcare professional uses Hyland Healthcare solutions on a desktop computer.](https://site-cdn.hyland.com/www/c3ddb6638e/healthcare-promo-image-frostsullivan.jpg)

Discover how the integration centralizes key content in one location and delivers information when and where you need it.

[Watch the demo](https://play.goconsensus.com/se3ac6bb4?autoplay)

## Resources

### [Hyland for Salesforce](/en/resources/downloads/hyland-for-salesforce)

### [OnBase integration for Salesforce](/en/resources/downloads/salesforce-integration-overview)

### [7 things to know about Hyland for Salesforce](/en/resources/downloads/hyland-for-salesforce-7-things-to-know)