Integration improves productivity as the data in either system is immediately available for use in the other - in the right context. FuseIT has several integrations and backup solutions for Salesforce® and HPE Content Manager (formerly TRIM and Records Manager).
If your company uses both Salesforce and HPE Content Manager (CM) there are many reasons why you should integrate the two systems:
System solutions that integrate well are grant management, tender application and other on-line document submission systems where large numbers of documents are required to be accessible in Salesforce.
A typical scenario is where Web-to-Lead or Web-to-Case forms to submit information to Salesforce along with important support or proof documents. These documents often need to reside in CM for legal or regulatory reasons, convenience, or workflow processing purposes. FuseIT integrations make it easy to manually or automatically insert documents into CM making them subject to rigorous record management controls like security constraints, version control and, workflow.
Read how integration makes your EDRMS disappear from your Salesforce users.
S2T is a native Salesforce application that lets operators push attachments and chatter documents to one or more CM instances. Typically documents are synchronized when the document is attached - and can be moved or copied to CM. The CM information is viewable in Salesforce via web links. S2T essentially makes CM disappear to most users.
S2T is listed on the Salesforce AppExchange.
Like S2T, T4S lets Salesforce operators work with CM. T4S is bi-directional and able to work with larger document sizes because of the way it is architected and has a number of additional features, like the ability to snapshot important Salesforce records and push them to CM as PDF documents.
T4S has out-of-cloud storage that provides flexibility around Salesforce backup and bulk access.
TRIM4S is an integration for users who work in CM Desktop. The connector enables users to save documents to CM and Salesforce at the same time. The Salesforce destination record is determined by a search window accessed from the context menu. TRIM4S will add a link in Salesforce to the CM document. Clicking the link will open the CM document. This product integrates with a third party solution.
Compare the feature sets and differences between integration products. Included is our SooT integration between Sitecore and CM.
|Solution can pass high document volumes||●||●||●|
|Solution can pass documents over 6MB||●||●||●|
|Solution moves documents to CM||●||●||●|
|Direct links to CM documents in Salesforce||●||●||●|
|Solution moves documents to Salesforce||●||●|
|Solution moves documents to Sitecore||●|
|Onshoring is real time by button click||●||●||●|
|Onshoring can be synchronized by scheduled event (for bulk delivery)||●||●|
|Documents reside in both CM and Salesforce||●||●|
|Documents can be configured to reside only in CM||●||●|
|Documents reside in both CM and Sitecore||●|
|CM record by Record Number, URI, Title etc||●||●|
|CM location container search||●||●||●|
|Create, update or delete CM document from Salesforce||●||●|
|Create, update or delete CM document from Sitecore||●|
|Upload documents from Salesforce to mapped containers in CM||●||●||●|
|Autocreate record per Salesforce sObject||●|
|Autocreate container per Salesforce sObject||●|
|Save Salesforce records to CM as PDF documents||●||●|
|Save completed Sitecore forms to CM as PDF documents||●|
|Save Salesforce emails to CM as text files.||●|
|Show documents in selected CM containers in Salesforce||●|
|Show documents in selected CM containers in Sitecore||●|
|View all documents in a containers from a predefined search||●||●|
|Save Salesforce data exports to CM or a local server||●|
|Control access with Salesforce roles and CM permissions||●||●|
|Controls access with Sitecore roles and CM permissions||●|
|Save and view records using your personal CM credentials||●||●|
|Two way SSL connection between Salesforce and CM||●||●|
Ready to join the integration revolution?
Get started and enjoy the benefits sooner