Hyland for Salesforce

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

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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.

OnBase

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

Alfresco

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

Perceptive Content

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

Nuxeo

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

Hyland Content Innovation Cloud™

Unified content, process and application intelligence platform that helps you realize the full potential of your unstructured data.
Healthcare professional uses Hyland Healthcare solutions on a desktop computer.

Demo: OnBase Integration for Salesforce

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

Watch the demo

60 seconds with Hyland and Salesforce

Watch this video to understand the benefits of Hyland’s OnBase integration for Salesforce.

Resources

Hyland for Salesforce

Explore the integration

OnBase integration for Salesforce

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