Document Extractor
Built for Salesforce platform™
storing (managing) documents in SharePoint?
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.
The same thing happens to existing files at time of installation. They are transferred to SharePoint and a link is left in their place in Salesforce. If you do not want transfer all existing files, you can specify a date and only transfer the files created after that date.
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.
Moves files to multiple SharePoint boxes
The service moves documents to one SharePoint “box” (site collection) at a time, automatically moving files to the next when the first box is full.
Blockchain sealing available
If you activate the CB Blockchain Seal option, each file moved to SharePoint is automatically sealed. Any stakeholder can verify that the sealed files have not been tampered with at any time in the future.
Choose deployment option
Benefits
SaaS
- No installation, no maintenance
- Fast set-up and 24/7 stability
- Scalable to your needs
- Secure Azure-built portal
Self-hosted
- Run service on premises / own cloud
- Avoid paying for extra data traffic
- Ensure data storage compliance
- Optimize customer file management
Store your Salesforce documents in a smarter way
Watch a product demo
Salesforce, Sales Cloud, and others are trademarks of salesforce.com, inc.,
and are used here with permission.
Customer success story
American Automotive Aftermarket Company set up a Salesforce to SharePoint Integration they are Finally Happy with
“Document Extractor is such a tool our salespeople didn’t know they needed, and now that they have it they can’t live without it’”
Andrea Getty
Senior Systems Analyst at Dorman Products, Inc.
Document Extractor Enables Better Document Management for UK’s Governmental Organization
“When we first found Document Extractor, we thought that if it did what it said on the tin, it would tick all our boxes. And it did: just basic configuration, and it worked first time!’”
Chris Lynch
Director of Chris Lynch IT Consulting
Related Solutions
Database Salesforce Sync
CB Blockchain Seal for SharePoint
CB Salesforce Exchange Sync
CB Document Metadata Reporting
Recommendation by Ana Neto, our Technical Advisor
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