Document Extractor

Highlights

• Fully Synchronize with SharePoint for better document management » All file operations supported, including moves, deletes, and renames.
• Synchronize SharePoint uploads to Salesforce (Two-way Sync) » Optionally sync files manually added to SharePoint folders.
• Leverage SharePoint's larger and cheaper storage  » Eliminate the need to purchase expensive extra storage » Take advantage of the SharePoint licenses you already have
• Powerful custom configuration  » Specify which files to transfer to SharePoint based on date and other parameters like object type (we support both standard and custom objects) » Prioritize which files should be transferred to SharePoint first
• Better document management with SharePoint capabilities » Document check-out/check-in information » Customize folder structure in SharePoint based on the Salesforce object and document type » Document version history saved in SharePoint
• Increase team collaboration  » Non-CRM users can also work with documents in SharePoint. » Multiple team members can collaboratively work on customer-related documents
• Community users for customers and partners » Access & upload available to everyone even if your files are stored in SharePoint » Exclusive pricing for community users
• Full control over where documents are stored  » Ability to have your files in separate SharePoint sites, subsites, and document libraries » SharePoint on-premises is an option that gives you more control over data residency when needed
• No need to learn anything new » Access and search files within Salesforce as you always did. » Keep your Salesforce fast and native by not adding extra iframes that lead to extra loading times