The Integration for Salesforce is one of Hyland’s most popular new stars in the OnBase galaxy for many reasons, among them being the rising popularity of Salesforce as a CRM.
This popularity is not without reason. Salesforce does many things well including data management, availability of industry-specific applications, operational use cases, and external engagement.
The Integration for Salesforce is one of Hyland’s most popular new stars in the OnBase galaxy for many reasons, among them being the rising popularity of Salesforce as a CRM.
This popularity is not without reason. Salesforce does many things well including data management, availability of industry-specific applications, operational use cases, and external engagement.
OnBase offers complementary benefits such as avoidance of record and document storage fees, governance and version control, streamlined document upload, access to related documents, display of a multitude of document formats, and overall being that single centralized document and data repository. Below are three specific ways that OnBase transforms and effectively upgrades the way your team uses Salesforce through the easily configured purpose-built integration.
1. Automatic Document Association with Salesforce Records
OnBase at its core is a world class document repository that can be configured exactly to the needs of your organization. By simply mapping Salesforce records and attributes to OnBase document types and keywords, you can immediately make your OnBase documents available to your Salesforce users exactly in the correct context with all related documents at their fingertips as well. This document integration is dynamic, so the minute a vendor contract is saved in OnBase it will be available on that vendor’s Salesforce record as well.
Before you keep scrolling, don’t forget to register to the last webinar of 2022. Join REQUORDIT’s experts as they demonstrate OnBase capabilities, including integrated Workflow, interaction with Salesforce Mobile, and low-code administration that makes it simple to map OnBase documents to new Salesforce records.
2. Workflow Tasks Engaged from Salesforce
Although the first edition of the Salesforce Integration centered around document retrieval as per above, the latest version has added the ability to engage OnBase workflow tasks directly from Salesforce. This means your team can approve, deny, reroute, and much more without logging into multiple systems. This makes it even more possible to keep your Salesforce users in Salesforce while adding the power of OnBase’s automated workflow engine behind the scenes.
3. Mobility Through Salesforce Mobile
OnBase Documents and Workflow tasks are now available in Salesforce Mobile! This means that even on the go your team will have the ability to do research and make decisions just as if they were at their desktop computer. Once again this keeps Salesforce users in Salesforce, but allows you to get the most out of OnBase as a document repository and workflow engine. As time goes by more and more functionality will be added, so stay tuned for more on OnBase’s most popular new integration!
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