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Content Replicator for Salesforce

Content Replicator for Salesforce

  • Real-time synchronization of SharePoint Document Libraries with
    Salesforce Content Libraries
  • Full metadata and securities mapping for full integration with
    Microsoft Active Directory (AD)
  • Link-only replication enables SharePoint Documents available
    in Salesforce
  • Overview
  • Business Advantages
  • Technical Overview
  • Guides and Resources

DocAve Content Replicator for Salesforce Overview

SharePoint and Salesforce often become the primary software platforms for improving collaboration and CRM workflow, but until recently, there has been no way for them to complement each other. With Content Replicator for Salesforce, integrating SharePoint document management processes with Salesforce resources becomes possible. Content Replicator replicates documents located in SharePoint libraries into Salesforce content workspaces, making business-critical content published in SharePoint available in Salesforce via a simple point-and-click approach. Documents can be replicated in real-time or on a scheduled basis to optimize storage resources and make Salesforce-SharePoint integration as seamless as possible.

Business Advantages of DocAve Content Replicator for Salesforce

  • Synchronize Salesforce Content with SharePoint

    Real-time synchronization of SharePoint with Salesforce Content Libraries.

  • Author Salesforce Content via SharePoint for Enhanced Collateral Production

    Empowers organizations to publish Salesforce-stored documents via SharePoint for fully integrated, enterprise-wide information management.

  • Utilize SharePoint Document Management to Improve Business Processes

    Flexible version and metadata filters enable seamless assimilation of Salesforce content into SharePoint workflows.

  • Sync Data Between Platforms with Full-Fidelity

    Full metadata and securities mapping enables full integration with Microsoft Active Directory (AD) and delivery of all AD permissions to Salesforce (as discrete metadata).

DocAve Content Replicator for Salesforce Technical Overview

  • Full advanced metadata and filtering capability – including built-in or customized fields for supporting workflows – ensures administrators can tailor integrations to specific business processes.
  • Full/incremental replication options help save bandwidth and increase end-user adoption.
  • Event-driven, automated, or scheduled replication for publication of content ensures only the most up-to-date data are at knowledge workers’ fingertips.
  • Full content type, column, metadata, and user mapping for seamless transfer of data between SharePoint libraries and Salesforce content workspaces.
  • Granular mapping and filtering for each container enables full integration with Microsoft Active Directory and permissions.
  • Major/minor version filters ensure workers can keep tabs on changes that matter most.
  • A hands-off approach to publication for teams – one-time set up by administrator and replicated as business demands – takes the guesswork out of the equation, enabling unfettered collaboration.

DocAve Content Replicator for Salesforce Resources

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* 30-day, Fully Functional Trial

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Watch Content Replicator for Salesforce in Action!

Watch Content Replicator for Salesforce in Action!