Hyland for Salesforce
Intelligent Content Management
By Hyland Software
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2025
About Hyland for Salesforce
Empower smarter decisions with seamless access to high-value content.
Hyland for Salesforce brings the power of Hyland’s Content Innovation Cloud into the Salesforce interface, enabling users to:
- Instantly view, search, and retrieve documents from Salesforce records
- Import content without switching applications
- Surface contracts, invoices, and communications in context with customer or vendor data
- Map Salesforce field values to Hyland keywords for accurate indexing and faster decision-making
Built on a cloud-native architecture using Salesforce Lightning Web Components (LWC), the solution delivers enterprise-grade performance, security, and rapid deployment.
Advanced capabilities include intelligent capture, AI-powered knowledge discovery, and agentic workflows.
Highlights
- Access content in context: Quickly search, retrieve, and view documents directly within Salesforce. Eliminate the need to switch between systems by giving users instant access to contracts, invoices, and communications, all within familiar screens.
- Smart import & indexing: Drag and drop documents into Salesforce and automatically map metadata from Salesforce fields to Hyland keywords. This ensures accurate indexing, supports compliance, and helps users identify missing documents.
- Cloud-native, low-code, and AI-enabled: Built on Lightning Web Components and powered by Hyland’s AI-enabled Content Innovation Cloud™, the solution offers out-of-the-box configuration with no custom API development.
Screenshots
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Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Standard | $20 per user | Monthly |
Pricing is structured on a per-user, annual or monthly basis, aligned with market benchmarks to ensure simplicity and competitiveness in the sales process. Scalable: Supports evolving business needs with deployment options and seamless upgrades.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 10, 2025
- Industries
- Financial Services
- Government
- Healthcare & Life Sciences
- Languages
- English