Salesforce Connections

Enhance your Salesforce experience with Document Locator by leveraging two powerful connection options designed to boost efficiency. The Salesforce Data Connector offers seamless data synchronization from Salesforce to Document Locator, ensuring consistent records for all document-related needs. The Salesforce Search capability enables you to effortlessly access and retrieve relevant documents stored in Document Locator directly from within the Salesforce interface.

These connection options provide a cohesive solution that bridges your data and documents, keeping everything you need within reach.

The Salesforce Data Connector is an optional add-on that keeps your files in Document Locator well-organized and up-to-date by synchronizing data from Salesforce, ensuring accurate file metadata, naming, and organization. This automatic synchronization reduces the need for manual updates, minimizes discrepancies, and guarantees that your team works with the most current information. By maintaining consistency and accuracy, the Salesforce Data Connector streamlines operations, improves decision-making, and upholds data integrity across your organization.

• Data Connector requires Professional Services for configuration
• Data Connector requires Salesforce API licensing and utilizes a Salesforce user license but does not require a separate Document Locator API license
• Data Connector does not synchronize or exchange documents between systems; only data is synchronized from Salesforce to Document Locator

The Salesforce Search capability enhances productivity by allowing users to search and access documents stored in Document Locator directly from within Salesforce. By clicking a custom button, users can perform document searches based on the current Salesforce record, instantly retrieving relevant documents such as contracts or customer communications without leaving the interface. This streamlined process saves time, ensures immediate access to critical files, and integrates document control seamlessly with your CRM, supporting faster decision-making and improved customer service. Additionally, having files stored in Document Locator and dynamically linking them to records in Salesforce avoids the potential for increased data storage fees in the CRM.

Salesforce Search requires Professional Services for configuration.