Document Extractor Built for Salesforce Platform™ Trial Setup (Sandbox and Production)

Watch a demo of the setup of Document Extractor Built for the Salesforce Platform that includes 1. how to purchase a free trial of Document Extractor, 2. how to configure it with your Sandbox, 3. how to switch it to…

Document Extractor Built for Salesforce Platform™ Trial Setup (Sandbox and Production)

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Watch a demo of the setup of Document Extractor Built for the Salesforce Platform that includes

1. how to purchase a free trial of Document Extractor,
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 read-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, you will see how the documents will be 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 all documents are handled.

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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

▹ Full control over documents – Stay compliant and maintain document security and integrity

▹ Convenient access – Access your files in SharePoint from multiple platforms

▹ Custom configuration – Set the service to stub files how and when it is best for you

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✅ Get your SaaS FREE TRIAL
https://shop.connecting-software.com/product/free-trial-document-extractor/
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✅ Get your Self-hosted FREE TRIAL
https://www.connecting-software.com/cb-salesforce-sharepoint-stubbing-free-trial/

The factory simulation demonstrates how to obtain live reports about machine performance in business systems:

▹ Dynamics 365 (Dynamics CRM, Dynamics NAV, Dynamics AX, Dynamics Business Central, Dynamics Finance and Operations)
▹ Salesforce
▹ SharePoint
▹ Dropbox
Microsoft Exchange, etc.

Example:
When oven temperature gets lower than required, a ticket is automatically created in the CRM system. The production process is visualized in the business systems. Any kind of reports are created in any business systems with the frequency you define or based on the events you indicate.

Result:
▹Proactive maintenance
▹Less machine downtime
Better customer satisfaction
▹Leaner production process
▹Faster return on investment

The integration is done via the OPC UA connector https://www.connecting-software.com/integrate-machine-data-with-business-software/

It is built on the powerful Connect Bridge platform and can integrate with 400+ business applications https://www.connecting-software.com/connect-bridge/

This solution is affordable for small and medium-size factories: the integration is easy to build with own developer team without the need to hire external experts.

Security guaranteed: this solution by Connecting Software can be launched within your own environment.

Bonus: reports can be sealed with the blockchain technology as soon as they are issued by the machine: https://www.connecting-software.com/smart-stamp-document-sealing-blockchain/ Increase the customer and partner trust to your products and services.

✅ Get your free 15-day trial:
▷ SaaS Trial:
https://shop.connecting-software.com/product/free-trial-document-extractor/
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▷ Self-hosted Trial:
https://www.connecting-software.com/cb-salesforce-sharepoint-stubbing-free-trial/

▷ Product Page:
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Document Extractor Built for Salesforce Platform™
https://www.connecting-software.com/cb-salesforce-sharepoint-document-stubbing/
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Connecting Software:
https://www.connecting-software.com

▷ Reading Material:
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SharePoint integration with Salesforce – all you need to know
https://www.connecting-software.com/blog/sharepoint-integration-with-salesforce/
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Salesforce Issues You Don’t Immediately Think of, and How to Overcome Them
https://www.connecting-software.com/blog/salesforce-issues-you-dont-immediately-think-of-and-how-to-overcome-them/

▷ Contacts:
office@connecting-software.com

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