Salesforce Connector
Salesforce.com, Inc. provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. Simflofy integrates with Salesforce to provide federation, synchronization, and integration capabilities across all content and information stored in Salesforce.
Simflofy’s Salesforce integration allows you to:
- federate information stored in Salesforce repositories for centralized access from within Simflofy
- migrate content out of Salesforce to other systems
- migrate content into Salesforce from other systems
Authentication
Simflofy's Authentication Connection initiates the integration to your Salesforce instance. This phase is used to configure custom repository fields and authenticate output connections, so that Simflofy can be leveraged to perform discovery on your Salesforce content, manage documents and workflows, or migrate content, files, metadata, and applications stored within Salesforce.
Integration
The Salesforce Integration Connection allows for content and metadata to be integrated to or from a Salesforce repository based on folder, content type, and document type.
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Crawl remote systems for files, folders, metadata, versions, and renditions
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Push records, metadata, and permissions into the target repository
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Output files, folders, metadata, versions, and renditions to the associated output system
Discovery
The Salesforce Discovery Connector allows you to quickly locate and access any schemas located in the remote Salesforce repository. These include tables, columns, object types, aspects, categories, content types, index fields, or any number of types and their associated metadata within Salesforce.
Simflofy lets you quickly locate and access documents, files, and metadata stored in your Salesforce repository for simpler, faster, and more cost-effective eDiscovery.
Content Services
Simflofy’s Salesforce Content Services Connector lets you search, find, and easily perform actions on any content stored in Salesforce.
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Create and update Salesforce files and folders directly from the Simflofy interface
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Update document properties and metadata
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Manage document retention and archiving
Technical Docs Salesforce Website
