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Core Content Management

Secure Document Management for AI

By OpenText CorporationCollaboration

Rating
5.0
Reviews
3
Pricing
Free to install
Listed since
2022

About Core Content Management

Turn AI insights into action at every customer interaction

OpenText Core Content Management for Salesforce is AI-powered cloud content management built for the Agentic Enterprise. It gives every Salesforce user and Agentforce governed access to enterprise content that drives sales and service outcomes.

It delivers full document lifecycle management with enterprise-grade controls. Documents are automatically organized and surfaced within Salesforce, linked to accounts, opportunities, and cases so teams work with the right content in context.

Key use cases: contract management across Salesforce and SAP, customer onboarding automation, AI-powered cross-sell and up-sell insights, sale-to-order processing with SAP and Microsoft, claims and policy management for insurance, and cross-functional collaboration across Microsoft 365 and Google Workspace.

Built-in OpenText Content Aviator AI lets users search, summarize, translate, and generate content in seconds. Integrated with Agentforce, it extends content intelligence to your AI agents.

Enterprise governance is built in — retention policies, audit trails, role-based access, and digital signatures keep content secure, auditable, and regulation-ready.

Highlights

  • AI Content Intelligence: Find, summarize, translate, and generate content in seconds with built-in Content Aviator AI. Surface insights from documents and customer records within Salesforce to act faster.
  • Agentforce-Ready: Extend content intelligence to your AI agents with OpenText Content Aviator for Agentforce built in. Give agents governed access to enterprise documents so they reason over real content, not just CRM data.
  • Automated Workflows: Automate document filing, lifecycle management, and approval workflows to eliminate manual work. Pre-configured templates accelerate contract management, customer onboarding, and case resolution.
  • Cross-System Unification: Connect content across Salesforce, SAP, Guidewire, Microsoft 365, and Google Workspace from one platform. Link documents to accounts, opportunities, and cases for a complete 360° customer view — no app switching.
  • Governance & Compliance: Secure every document with enterprise-grade retention policies, audit trails, role-based access, and digital signatures. Meet GDPR and industry regulations with governance built in — not bolted on.
  • Fast to Deploy: Get up and running fast with cloud-native SaaS content management. No IT infrastructure required. Automatic quarterly updates keep you current. Single sign-on with Salesforce means frictionless access from day one.

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Pricing

Free to install.

Core Content Management plans
PlanPriceBilled
Core Content Management (Express)$49 per userMonthly

The publisher offers discounts.

Compatibility

Works with
  • Experience Cloud
  • Financial Services Cloud
Requires
  • Sales Cloud
  • Service Cloud
  • Einstein 1
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 16, 2022
Industries
  • Horizontal Product
  • Financial Services
  • Healthcare & Life Sciences
Languages
  • Dutch
  • English
  • French
  • German
  • Italian
  • Japanese
  • Portuguese
  • Spanish

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