The OnBase Integration for Salesforce® provides an intuitive way for users to access content from their Salesforce screens, while providing an industry-leading content services platform that features flexible document management, granular security and retention. Users have seamless access to content services capabilities like document import, search and workflow directly from Salesforce interfaces without overburdening their Salesforce solution with large files. Configuration and mapping activities are surfaced within the Salesforce interface as well, tightly coupling the two applications.
The OnBase Integration for Salesforce provides seamless access to OnBase functionality from Salesforce screens.
Access related content in a list view that supports sorting and filtering to pinpoint the exact document quickly.
View documents and associated keywords seamlessly within the Salesforce interface.
Import dialog allows the capture of electronic documents with automatic indexing using values from the Salesforce record. Users may also enter data manually, or default values may be set.
View Workflow Lifecycles and Queues, with ability to execute ad-hoc tasks (that do not require user interaction).
Built-in configuration allows administrators to set up the integration from within Salesforce. Salesforce values may be mapped to OnBase keywords to facilitate indexing and provide seamless search functionality.