See how to enable Salesforce users with cloud content management capabilities

OpenText™ Core for Salesforce helps sales and service professionals automate processes, manage business documents and improve productivity. With the robust capabilities of Core for Salesforce, organizations get a 360-degree customer view that combines customer interaction tracking with straightforward and secure information management.

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How Core for Salesforce can benefit business

Discover the advantages of using Core for Salesforce.

  • Shorten resolution times

    Close cases faster with real-time access to all customer-related content directly within the Salesforce Sales and Service Cloud.

  • Reduce risk

    Instantly locate and use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.

  • Improve efficiency

    Consolidate on a single cloud content management system connected directly to Salesforce to alleviate IT burdens.

  • Boost productivity

    Allow sales professionals to work in the familiar Salesforce user interface while having all the relevant content to the account readily available to them.


  • Automation

    Automatically creates Business Workspaces for Salesforce objects and synchs metadata between them. Uses pre-configured Workflow templates for common business processes to quickly automate scenarios without the need for IT support.

  • Capture

    Automates document capture and extracts critical data to accelerate and enrich Salesforce processes.

  • Document management

    Offers full Core document management capabilities, including document actions, custom metadata, automated review and approval, access control lists (ACLs) and audit trails.

  • Embedded viewer

    Enables users to view, annotate, watermark, redact and publish documents to TIFF or PDF with a convenient embedded viewer.

  • Digital signatures

    Provides a fast, compliant and hassle-free way to sign quotes, contracts and other documents.

  • External sharing

    Extends collaboration beyond the firewall with simple and secure external sharing in the cloud.

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Core for Salesforce resources

Core for Salesforce

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OpenText Core for sales departments

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