DocFynd
Salesforce Document Management Solution
By TechParrot Innovations
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- Not rated yet
- Reviews
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- Pricing
- Paid
- From $5 per user per month
- Listed since
- 2024
About DocFynd
Send & Receive your Sales Document from any external Drives to Salesforce
What is DocFynd? DocFynd is a simple click-and-configure ISV App. It allows you to link documents to multiple records, save the files to various external drives, hashtag for easy searching, automate folder creation based on any criteria, and tag documents received via email.
How DocFynd adds value? All businesses have multitude of documents. There are inherent challenges in organizing and accessing the documents within Salesforce. DocFynd is an intuitive and elegant solution to overcome these challenges and can scale up with the growth of the business. DocFynd works out of a robust solution base and addresses a wide variety of real-time business cases for accessing documents.
Key points
- Click and configure app
- Link documents to multiple records seamlessly
- Configure rules to automate the linking of documents to multiple records
- Configure criteria to update specific fields upon document upload
- Perform specific actions based on the type of document uploaded
- Maintain specific document categories to attach the documents
- Configure linking of documents and store in external cloud storage
Integrations ✔ AWS S3 ✔ Box ✔ GoogleDrive ✔ DropBox ✔ OneDrive ✔ Sharepoint
Highlights
- Document Workflow * Configure your processes with document criteria at the time of adding to the records at different stages. * Consolidate the document metadata while uploading * Set priority label for the documents while uploading
- Hash Tagging * Auto-share documents across related records in Salesforce * Control the document tagging via configurable rules * Retro-tagging -- Tag older documents to related records * Perform specific actions based on the type of document uploaded
- Integrations: * AWS S3, Box, GoogleDrive, DropBox, OneDrive, Sharepoint * Integrate with your external cloud storages * Sync Document through External Drives to Salesforce via DocFynd
- Email Attachments from Gmail, Outlook Plugin: * Access & upload attachments from email to Salesforce * Sync Documents received through Email to corresponding Account, Opportunity Record and Save them in External Drive folders
- Folder Hierarchy : * Setup and sync Folder hierarchy in Salesforce and External Drives * Setup Custom Folder Structure for easy document Storage
Screenshots
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Pricing
Paid, from $5 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Enterprise Plan | $5 per user | Monthly | 14 days |
| Standard Plan | $15 per user | Monthly | 14 days |
This solution requires a paid subscription. Discounts are available for nonprofit organizations. Enterprise Plan is designed for large-volume enterprise customers Standard pricing is tailored for SMBs with fewer licenses
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- B2B Commerce Cloud
- Requires
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 30, 2024
- Industries
- High Tech
- Professional Services
- Travel, Transportation, and Hospitality
- Languages
- English