SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™ logo

SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™

By MitratechCollaboration

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Pricing
Paid
Listed since
2022

About SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™

SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™

Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms.

The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows.

Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration.

Key Benefits of Mitratech DMS Integrations:

  • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface.
  • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team.
  • Unified collaboration: Foster seamless collaboration on a single platform.

Highlights

  • Mitratech’s SharePoint integration connector can be mapped to files and folders on your SharePoint site via a drag-and-drop or a friendly dialog.
  • Documents can be opened directly in SharePoint and new documents, spreadsheets and presentations can be created from within the connector.
  • For every matter, the user has an option to connect to an existing folder in SharePoint or one can be created on-the-go.
  • Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.
  • Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.
  • Automated notifications keep teams informed and on top of crucial updates.
  • The SharePoint Document Viewer allows users to preview a SharePoint document.
  • My Favorites allow users to view and manage a list of folders as shortcuts they frequently use.
  • Featured Items allow users to view a list of folders as shortcuts that an administrator has configured.

Screenshots

Using the Document tab to setup the integration

Image 1 of 9

Using the Document tab to setup the integration

Pricing

Paid.

Please call us toll-free at (888) 784-7224.

Compatibility

Requires
  • Platform Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on September 29, 2022
Industries
  • High Tech
  • Professional Services
  • Public Sector
Languages
  • English

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