Connecting Software for Integration
Especially integrating with the Salesforce platform™ from any other legacy software is our expertise. The main out-of-the-box solution is the Document Extractor for SharePoint and Salesforce. Increase productivity and performance of your team and save time and money.
Improve your team's productivity, Boost collaboration, Save on Storage Costs
Seamless Background Solution
Our solution runs smoothly in the background without disrupting your employee’s work. Because we automatically detect all file uploads in the Native Salesforce Files field, we can move these in the background to SharePoint without the need for manual work, extra clicks, or loading times. For further easiness of use, our solution also allows you to add the files in SharePoint and have a link for these placed in Salesforce.
Features on the Salesforce side
- Background solution – no extra loading times due to extra iframes
- Full synchronization with SharePoint (upload, move, rename, and delete).
- Support for all default and custom Salesforce objects with files and notes & attachments
- Possibility to exclude specific Salesforce objects from the stubbing.
- Support for Community user’s access
- Support for documents with multiple versions or with duplicate names
- Possibility to view SharePoint path of stubbed salesforce documents in Salesforce.
- No changes to Salesforce User Interface | No need to learn anything new
Features on the SharePoint side
By moving files to SharePoint, your organization can benefit from features such as:
- Real-time collaboration with team members (check in and out files optionally),
- Version history tracking, and
- The ability to share files with non-CRM users.
Powerful Custom Configuration
- Ability to sync Salesforce documents metadata to SharePoint
- Possibility to specify a date range for stubbing Salesforce documents
- Customize the filename in SharePoint using the Salesforce custom field
- Possibility to exclude certain documents temporarily or permanently
- Ability to restrict stubbing to only process files by specific users.
CB Blockchain Seal
Ensure your files are tamperproof. CB Blockchain Seal is the ready-to-use solution that allows you to digitally seal the documents you store in SharePoint/Office 365 or in Salesforce using Blockchain technology.
Our solution works with virtually any kind of digital information. Plus, you can prove no one tampered with the document from a certain moment onwards and ensure its data integrity.
Connect from any application, database or legacy software to Salesforce
In addition to integrating SharePoint with Salesforce, your organization can leverage the capabilities of Connect Bridge for much more. Document Extractor itself is based on Connect Bridge with Salesforce and SharePoint connectors.
Our integration platform is flexible, and with it, you can sync from any Data Warehouse / Database or even legacy applications to Salesforce.
Your integration expert
We deliver first-class integration solutions; they are performing, stable, and fit international standards. Additionally, they are cost-effective and fair. This is why national departments and global enterprises are choosing us. We are a family-owned company with nearly 20 years in the market.
Our core business is to develop software integration solutions based on our one-of-its-kind Bridge platform. These solutions aim to solve software integration challenges in a way that allows professionals to focus solely on their work without worrying about small, time-consuming tasks.
Meanwhile, more than 1000 customers on all continents with a very low churn rate are our biggest achievement.