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Leveraging T4S for Better Document Management in Salesforce

FuseIT has been providing enterprise software solutions to businesses worldwide since 1992. Among its diverse offerings, T4S, a Salesforce application that works with OpenText Content Manager, stands out as a powerful tool for managing documents efficiently within Salesforce. T4S can enhance document management and data security while optimizing business workflows throughout your entire organization.

 

The Challenge of Document Management in Salesforce

Salesforce is a robust platform for managing customer relationships, with built-in features for handling documents, including attachments in any format supported by Salesforce. However, organizations dealing with large volumes of data often encounter challenges related to storage costs and the complexity of managing documents effectively across different internal systems. While of great utility, Salesforce's features are not designed to meet the comprehensive needs of document control and compliance that many enterprises - and regulated bodies and industries - require.

 

Enter T4S, a data governance tool that is native to Salesforce with OpenText Content Manager (CM), a scalable platform for secure records management. This integration offers a unified way to manage documents within Salesforce while taking advantage of the security and data governance capabilities of OpenText CM.

 

Key Benefits of T4S Integration

1. Improved Data Security and Compliance

 

T4S is able to transfer all documents including sensitive documents to OpenText CM, ensuring they are managed according to stringent compliance protocols. This reduces the risk of unauthorized access and enhances data integrity, as the Content Manager provides lifecycle management (from creation to disposal) for all records.

 

2. Reduced Storage Costs in Salesforce

 

Salesforce users often struggle with high storage costs. T4S helps alleviate this issue by moving files and attachments to OpenText CM, leaving only reference links in Salesforce. This keeps the CRM uncluttered while still providing access to necessary documents within the Salesforce interface.

 

3. Seamless Workflow Integration

 

T4S allows Salesforce users to manage documents directly from a familiar environment. Whether uploading documents through web forms, accessing archived files, or email attachments, users can complete these tasks without switching between multiple platforms. This minimizes disruptions and ensures employees can focus on higher-value activities.

 

4. Enhanced Collaboration and Productivity

 

By offering a centralized view of documents associated with Salesforce objects—such as contacts, accounts, or cases — T4S simplifies team collaboration. The system ensures that employees always have the latest document versions, helping prevent duplicate records and data fragmentation. As a result, project management and customer service operations become more efficient.

 

5. Automation and Flexibility

 

T4S offers robust automation options, such as automatically mapping Salesforce records to Content Manager containers. Organizations can configure the integration to meet their particular needs, including setting permissions, syncing only selected documents, and managing files across multiple Content Manager instances.

 

T4S provides the ability to stream Salesforce record changes to Content Manager as they occur.  This creates an immutable audit history in Content Manager for full traceability.  Different data formats are supported for this including, but not limited, to Rich Text, HTML, and PDF.

 

6. Support for Remote and Multi-Device Access

 

T4S extends the availability of Salesforce and Content Manager documents to authorized users across different devices. Thanks to Salesforce's built-in authentication, this ensures that remote employees have secure access to critical documents without compromising data security.

 

See How T4S Can Optimize and Streamline Data Governance

T4S by FuseIT transforms document management within Salesforce, delivering enhanced security, streamlined workflows, and lower operational costs. With the ability to manage files across systems seamlessly, organizations can maintain a single source of truth for all their records while minimizing storage overhead. T4S improves efficiency and fosters better collaboration and compliance, making it a valuable asset for any enterprise using Salesforce.


To learn more about T4S and how it can benefit your organization, contact FuseIT for a demonstration.

 

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