Hyland OnBase Integration for Salesforce
Document Management
By Hyland Software
- Rating
- 1.0
- Reviews
- 1
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2020
About Hyland OnBase Integration for Salesforce
Search, retrieve, and view enterprise content from OnBase in Salesforce
The OnBase Integration for Salesforce combines leading content management capabilities to existing Salesforce customer installations. Now, users can import, search, and retrieve documents directly from corresponding Salesforce records, all within a single SF UI. This provides a complete view of data related to customers, prospects, vendors, and associated transactions. With OnBase, organizations support retention and security policies while giving employees instant access to information. Hyland OnBase serves many industries including:
- Financial Services
- Higher Education
- Healthcare and Clinical
- Government
- Transportation and Logistics
- Manufacturing
- more...
Highlights
- Quickly search, retrieve, and view relevant content from within the same Salesforce UI, eliminating the need for multiple applications to be open at the same time. This integration provides additional functionality within your Salesforce environment.
- Import documents within Salesforce and map information directly from Salesforce field values to keywords to ensure correct indexing in addition to proactively identifying missing documents quickly.
- Out-of-Box configuration, eliminating the need for custom API development and ongoing maintenance and provides flexible access to other customer technologies that also share a Salesforce integration. OnBase is available on the AWS Marketplace.
Screenshots and videos
Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $20 per user | Monthly |
Minimum 25 users required. Must have Hyland OnBase implemented to utilize this integration. Enterprise pricing available upon request.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 15, 2020
- Industries
- Financial Services
- Healthcare & Life Sciences
- Retail
- Languages
- English