Salesforce Document Import
Salesforce Document Import
Laserfiche
This process serves as an example for migrating content from Salesforce to Laserfiche using workflow and built in integration tools.
Free
This process serves as an example for migrating content from Salesforce to Laserfiche using workflow and built in integration tools.
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Description
Storing documents in Salesforce is expensive and Laserfiche offers a more affordable storage solution without compromising use of the Salesforce system. This process serves as an example for migrating content from Salesforce to Laserfiche using workflow and built in integration tools. This process can be implemented just using workflow or can be further integrated into Laserfiche using Business Processes.
Participants
Workflow Developer: Invokes sample workflow/further integrates into existing processes.
Laserfiche Repository
All generated documents will be stored under a default folder path: \Solution Templates\Salesforce Import
Categories
Records Management
Platforms
Laserfiche is the leading global provider of intelligent content management and business process automation. The Laserfiche® platform enables organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche® to boost productivity, scale their business and deliver digital-first customer experiences.
Categories
Records Management
Platforms
CREATE YOUR OWN TEMPLATE
Submit a Solution Template
You can submit your own solutions to be shared on the Laserfiche Solution Marketplace. Share your best business processes, workflows, and more!