OpenText Extended ECM for Salesforce®

Digital Content Solutions for Enterprise Sales, Marketing and Service

What if your sales, service and marketing employees who use Salesforce for campaigns, opportunity management or customer service could access all relevant collateral, contracts, proposals, invoices and more, right from Salesforce? No switching applications between Salesforce and your document management system or struggling to figure out which document is the right version. And even better, how about having this same content consistent with other related business platforms like SAP, Oracle or Microsoft?

OpenText™ Extended ECM for Salesforce® connects cloud services to the OpenText Extended ECM Platform and surfaces ECM capabilities and content inside the Salesforce user interface.

• Extended ECM takes care of the whole content lifecycle, for content in many forms, including documents, email, and digital media, such as images and videos.
• Access content anywhere and anytime: content needs context to be relevant, actionable and personal so it needs to be integrated with the leading business processes like CRM, ERP/Finance/Manufacturing and Supply Chain, ...
• Produce value on a new level: increase productivity, improve customer service, foster better and faster decisions, and provide a stable framework for compliance

The Extended ECM Platform includes capabilities such as Document Management, Records Management, Capturing, Archiving, Workflow, and Collaboration and makes these capabilities available for Salesforce users. Extended ECM UI widgets surface content viewing, editing and management inside the Salesforce user interface. While Extended ECM for Salesforce runs inside the Force.com infrastructure, the related OpenText Extended ECM Platform component can be deployed either in the cloud or on-premises.  

Join the nearly 500 large global companies who are already realizing the benefits of OpenText Extended ECM – the digital information platform across all your enterprise business suites.

Salesforce Objects Supported with OpenText Business Workspace

Case Business Workspace - Drag and Drop Content and Bypass Salesforce Storage Limits

Manage your documents in Salesforce Classic or Lightning UIs

Full Access to OpenText ECM from within Salesforce

Business Relationships Between Data Objects - Salesforce together with platform such as ERP

Salesforce Communities Cloud support by OpenText Extended ECM for Salesforce

OpenText Extended ECM Platform Supports SAP, Oracle, and Microsoft Applications

 Solution overview – OpenText Extended ECM for Salesforce

 White paper – Open Up to the Possibilities: Getting the Most Out of Salesforce by Extending ECM