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Salesforce logoOpenText partnership with Salesforce

OpenText and Salesforce unite transactional data and unstructured content to simplify compliance and give organizations a full customer view.

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Bring content and processes together to maximize the value of Salesforce

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OpenText™ Core Content Management

Intelligent cloud content management that seamlessly integrates into your crucial business applications

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OpenText™ Content Management

Link knowledge to processes with enterprise content management tools

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OpenText™ Documentum™ Content Management

Ignite high-volume content with scalable document management software

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OpenText™ Core Capture

Automate cloud document processing with intelligent content capture

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OpenText™ Communications

Transform communications into engaging customer experiences

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OpenText™ Data Privacy & Protection Foundation

Secure data at scale with proven format-preserving data protection

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OpenText™ Structured Data Manager

Simplify compliance and control structured data across its lifecycle

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Why OpenText with Salesforce?

Optimize Salesforce effectiveness by bringing together transactional data and unstructured content for a full, 360-degree customer view. Connect Salesforce Clouds, such as Sales, Service, Community and Marketing, to OpenText content management platforms.

360-degree view

Break down silos and gain a complete understanding of your customers. Leverage secure, governed AI to discover buying trends, customer histories, and other insights.

Single source of truth

Give everyone access to the correct version of critical documentation without having to leave Salesforce, making work faster and easier.

Brand control

Ensure consistent marketing campaigns and customer communications every time with easy access to the latest templates.

Robust information governance

Ease compliance with an added layer of governance that includes audit trails and role-based permissions.

Thanks to OpenText [Content Management for Salesforce], we’re enabling the business to respond to client requests for contract proposals quickly—helping to sharpen ENGIE Italia’s competitive edge.

Francesco Presicce
Manager, IT Business Support, ENGIE Italia

Resources

  • Yes. OpenText solutions like OpenText Core Content Management and OpenText Content Management for Salesforce allow users to view, edit, and manage documents without leaving the Salesforce UI.

  • Use cases addressed by these integrations include auto-filing email attachments, syncing customer documents, managing contracts, and enabling cross-functional collaboration.

  • OpenText applies roles and permissions from Salesforce to content hierarchies, ensuring secure and compliant document management.

  • OpenText provides REST APIs and connectors for syncing data and documents between platforms.

    Discover all the OpenText apps on the AppExchange

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    Visit the OpenText solutions for Salesforce resource center for product trials, demos, and videos

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    Discover all the OpenText apps on the AppExchange

    Learn more

    Visit the OpenText solutions for Salesforce resource center for product trials, demos, and videos

    Learn more