Document Extractor Built for Salesforce Platform™ installing from AppExchange to your sandbox org

Watch a demo of the installation of Document Extractor Built for the Salesforce Platform to your sandbox organization that includes  1. how to get Document Extractor from Salesforce AppExchange  https://appexchange.salesforce.com/ 2. how to configure it with your Sandbox,   3. how…

Document Extractor Built for Salesforce Platform™ installing from AppExchange to your sandbox org

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Watch a demo of the installation of Document Extractor Built for the Salesforce Platform to your sandbox organization that includes 

1. how to get Document Extractor from Salesforce AppExchange 
https://appexchange.salesforce.com/

2. how to configure it with your Sandbox,  

3. how to switch it to Production.  

We recommend that you always try the product first in your Sandbox environment. 

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▷ 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. 

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▷ 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.  

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▷ WHY IS SHOULD I CHOOSE DOCUMENT EXTRACTOR BUILT FOR SALESFORCE PLATFORM™?   

▹ Cost-effective file storage – Get significant cost savings by storing your files in SharePoint 

▹ 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 

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✅ Get your FREE TRIAL
Salesforce AppExchange
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtE8uUAF

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▷ Contact us: 
Via form https://www.connecting-software.com/contact/  

or email us at at office@connecting-software.com  

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▷ Product Page:
https://www.connecting-software.com/cb-salesforce-sharepoint-document-stubbing/

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▷ Demo Video:
Document Extractor – Built for Salesforce platform™ (demo video):  
https://youtu.be/N4xsTTU_ujw

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▷ Learn more at: 
SharePoint integration with Salesforce – all you need to know (blog article):  
https://www.connecting-software.com/blog/sharepoint-integration-with-salesforce/

Salesforce Issues You Don’t Immediately Think of, and How to Overcome Them (blog article):  
https://www.connecting-software.com/blog/salesforce-issues-you-dont-immediately-think-of-and-how-to-overcome-them/

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▷ Website:
https://www.connecting-software.com  

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