GESTIÓN COLABORATIVA
Intelligent storage
We complement Salesforce functionalities by natively and securely integrating SharePoint. Access, organize, and automate file management without leaving the platform.
You can centralize document management while maintaining traceability, context, and the relational structure of the data.
Use cases
Practical applications for your business processes
- Commercial and legal documentation management.
- Support files in customer service.
- Technical documentation in projects.
Key Benefits
- Increased productivity and operational efficiency.
- Complete document traceability.
- Improved collaboration between teams.
- Reduction of manual errors.
- Regulatory compliance and document control.
Featured characteristics
Automation, Structure, and Document Control
- Hierarchical structure based on the Salesforce data model (Account > Opportunity > Case).
- Association between Salesforce objects and SharePoint libraries.
- File uploading with drag & drop.
- Creation and deletion of folders from Salesforce.
- Support for files up to 25 MB (expandable).
- File names automatically generated according to defined patterns.
Intelligent Automation
- Save time and reduce errors by applying document automation
- Automatic creation of folders per record.
- Configurable folder renaming methods.
- Seamless integration with workflows and business processes.
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