Cities Digital LogoThe Salesforce Integration by Cities Digital brings Salesforce CRM information together with Laserfiche Document Management.

From the Salesforce interface, users can access documentation pertaining to their Accounts, Contacts, and Opportunities, as well as create new folders for new contacts. This integration can connect to Web Access for full Laserfiche functionality and/or WebLink for a read-only view of documentation.

The configuration allows for the use of tokens to build dynamic Laserfiche Folder paths for the contact documentation, as well as the application of Laserfiche Template Field information. Upload a briefcase per Salesforce entity to keep consistent folder structures, and choose between Laserfiche Web Access or WebLink for viewing the client documentation in the Salesforce interface.

The Salesforce Integration for Laserfiche makes importing and distributing content more efficient. This leads to more functionality with Laserfiche Workflows and better business processes.

Salesforce Laserfiche Integration

Features

The Salesforce Integration from Cities Digital contains a robust set of features for document synchronization with Laserfiche:

  • Access documentation in Laserfiche pertaining to Accounts, Contacts and Opportunities from the Salesforce interface.
  • Allows for full access interaction with respective client files.
  • Provides a full repository view of Laserfiche documentation.
  • Utilizes Laserfiche Web Access functionality for document interaction, or WebLink for read-only interaction.
  • Includes scan, upload, edit, export, delete, and Laserfiche search options for documents, folders, briefcases, and template data.
  • Integrate with Person Accounts.
  • Integrate with custom, unique tabs created by users.

Specifications

Product Edition: Version 2.0.0

Requires Web Access or Weblink 8.0 or higher

Pricing

Salesforce Activities for Laserfiche Workflow by Cities DigitalCD2343Software$1,000.00
Salesforce Activities for Laserfiche Workflow by Cities Digital Annual MaintenanceCD2343SAnnual Maintenance$200.00

 

Publisher

Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche’s opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.

Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Austin, Los Angeles, and Seattle.

Address:

2000 O’Neil Road, Suite 150 Hudson, WI 54016

Phone:

(855) 714-2800

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