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
Image 1 of 9
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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