3. how to switch it to Production.
▷ WHAT IS DOCUMENT EXTRACTOR BUILT FOR SALESFORCE PLATFORM™?
Document Extractor Built for the Salesforce Platform™ is the ready-to-use solution to move all your Salesforce documents to SharePoint.
▷ HOW DOES IT WORK?
Document Extractor monitors documents in Salesforce accounts, contacts, leads, opportunities, quotes, orders, contracts, assets, and email messages, and moves them to the appropriate folder structure in SharePoint.
In this video, we show you how the documents are moved within seconds from Salesforce to SharePoint while keeping URLs of those documents in Salesforce.
Document extractor uses “Push notifications” which means that the service handles new files uploaded to Salesforce immediately once they are uploaded. The service also uses “Full Scan Polling” as a backup method to ensure that the system handles all documents.
▷ WHY IS SHOULD I CHOOSE DOCUMENT EXTRACTOR BUILT FOR SALESFORCE PLATFORM™?
▹ Convenient access – Access your files in SharePoint from multiple platforms
▹ Full control over documents – Stay compliant and maintain document security and integrity
▹ Custom configuration – Set the service to stub files how and when it is best for you
✅ Get your FREE TRIAL
▷ Contact us:
Via form https://www.connecting-software.com/contact/
or email us at at firstname.lastname@example.org
▷ Product Page:
▷ Demo Video:
Document Extractor – Built for Salesforce platform™ (demo video):
▷ Learn more at:
SharePoint integration with Salesforce – all you need to know (blog article):
Salesforce Issues You Don’t Immediately Think of, and How to Overcome Them (blog article):