Have a Salesforce org?

It's great for customer relation management. But not so great for managing customer documents. Cloud storage comes with risks to your business. And there are better systems, like SharePoint, to manage documents & secure accessibility to important information.
You can use one service: Document Extractor, to move all your Salesforce documents automatically, and in real-time, to on-premises SharePoint.

Cost-effective file storage

Achieve significant cost savings by storing your files in SharePoint

Full control over documents

Stay in compliance, 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

How it works

 

Document Extractor monitors documents related to Salesforce accounts, contacts, leads, opportunities, quotes, contracts, orders, assets, and email messages,
and creates the appropriate folder structure in SharePoint.

After you upload a file to Salesforce, it is detected by the service running in the background, which uploads a copy of the uploaded file in SharePoint. Next, a link file pointing to that SharePoint location is created in Salesforce. The original file in Salesforce is deleted.

 

Features

Supports the latest Salesforce Lightning experience

Keep making epic productivity improvements and let our stubbing service handle your document management in SharePoint.

Slashes Salesforce document storage costs

Once a file is stubbed to SharePoint, the original is deleted from Salesforce but a link remains, pointing to the original file in SharePoint.

Maintains document integrity

Stubbed files have the same name and extension as the original files and they are searchable within Salesforce Global search

Improves email management

After you send email, the service will automatically stub email attachments. Custom settings enable full control over the process.

Stubs files to multiple SharePoint boxes

The service stubs documents to one SharePoint “box” (site collection) at a time, automatically stubbing files to the next when the first box is full.

Features

Supports the latest SalesForce Lightning experience

Keep making epic productivity improvements and let our stubbing service handle your document management in SharePoint.

Slashes SalesForce document storage costs

Once a file is stubbed to SharePoint, the original is deleted from SalesForce but a link remains, pointing to the original file in SharePoint.

Maintains document integrity

Stubbed files have the same name and extension as the original files and they are searchable within Salesforce Global search

Improves email management

After you send email, the service will automatically stub email attachments. Custom settings enable full control over the process.

Stubs file to multiple SharePoint boxes

The service stubs documents to one SharePoint “box” (site collection) at a time, automatically stubbing files to the next when the first box is full.

Choose deployment option

SaaS

For no-installation, plug and forget
integration via our SaaS portal

TRY IT FREE

Self-hosted

For those needing to maintain
full control over the integration

TRY IT FREE

Benefits

SaaS

Self-hosted

No installation, no maintenance

Run service on premises / own cloud

Fast set-up and 24/7 stability

Avoid paying for extra data traffic

Scalable to your needs

Ensure data storage compliance

Secure Azure-built portal

Optimize customer file management

SaaS Benefits

No installation, no maintenance

Fast set-up and 24/7 stability

Scalable to your needs

Secure Azure-built portal

Self-hosted Benefits

Run service on premises

Avoid paying for extra data traffic

Ensure data storage compliance

Move all documents to on-prem SharePoint

Watch a product demo

Salesforce, Sales Cloud, and others are trademarks of salesforce.com, inc.,
and are used here with permission.

Ana Neto
Technical Advisor

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