Salesforce Integration for Content & Process Automation
Bring your customer activity, documents, and workflows together—right where your teams work. Our Salesforce integrations connect CRM data with enterprise content and process automation so sellers, service agents, finance, and HR see the full picture and act in one place.
Why integrate?
- Surface contracts, invoices, emails, and case files next to Salesforce records—no tab-swapping.
- Kick off and track content-driven workflows (approvals, exceptions, renewals) without leaving Salesforce.
- Use configuration and data mapping—not custom code—to get started faster.
What the Integration Enables
Single workspace in Salesforce
Embed a secure content viewer and related actions (upload, search, link/unlink content) directly on Leads, Accounts, Opportunities, Cases, or custom objects. Users see “everything about this customer” in context.
Workflow in context
Expose process queues and ad-hoc tasks inside Salesforce so users can complete work without jumping to another system.
Capture & IDP
Ingest emails, PDFs, scans, and eForms, extract the right data with Intelligent Document Processing (IDP), and sync structured results back to Salesforce—bi-directionally when needed.
Security & SSO
Support SAML-based single sign-on and modern API-gateway patterns to keep authentication and data movement governed by IT.
Call Us: 888-791-9301
If you use Hyland OnBase
Overview
Hyland provides an OnBase Integration for Salesforce (available via AppExchange) that brings OnBase documents and processes into Salesforce layouts. Users can view content, interact with workflow lifecycles/queues, and execute ad-hoc tasks directly in Salesforce.
Highlights
Instant context: show contracts, invoices, and other files next to customer records.
Workflow inside Salesforce: see queues you’re authorized for and complete tasks without switching systems.
Configuration-first: data mapping and UI placement are handled within Salesforce to reduce custom code.
Enterprise security: SAML SSO and Hyland API Server configuration align with enterprise IAM and API standards.
Where it fits
Sales & Renewals (contracts, quotes, SOWs)
Service (case evidence, RMA docs)
Finance (credit apps, tax forms)
Regulated teams needing governed records inside Salesforce.
If you use Tungsten Automation (TotalAgility)
Overview
Tungsten Automation (formerly Kofax) offers a TotalAgility ↔ Salesforce Connector that pairs Salesforce with IDP and workflow. It supports bi-directional communication so jobs can start in either system, automatically create work items, and attach documents for extraction and analysis.
Highlights
Add IDP to Salesforce: classify documents and extract fields, then post clean data and files back to Salesforce.
Start where users are: initiate or advance processes from Salesforce or TotalAgility; keep humans-in-the-loop where required.
Connector availability: packaged connector available via Tungsten Marketplace.
Where it fits
Lead/account onboarding (document-rich sign-ups)
Sales order intake (email-to-order with line-item extraction)
Customer service (case intake, claims, returns)
AP & Vendor processes that intersect with CRM
Ready to see your Salesforce records, documents, and workflows in one view?
Request a demo to review your objects, security model, and target use cases—or ask us for a quick fit-check if you’re already on OnBase or TotalAgility.
