Apps for Salesforce

OpenText Extended ECM Documentum for Salesforce

Automate content management between Salesforce and Documentum

Read the Omdia report findings

Overview

See how to connect OpenText Documentum content to Salesforce business processes

OpenText™ Extended ECM Documentum for Salesforce® adds governance and lifecycle management to content within the world's leading CRM system. With Extended ECM Documentum for Salesforce, organizations get 360-degree insight into accounts, sales operations and customer service cases.

At a pivotal moment for the Information Management industry, integrated content management is critical to success. Learn why.

Why choose OpenText Extended ECM Documentum for Salesforce?

  • Deep Salesforce integration

    Get content-in-context across Sales and Services use cases.

  • 360-degree customer content view

    Aggregate essential data across processes and systems to offer a complete customer picture to all users.

How Extended ECM Documentum for Salesforce can benefit business

Automatically surface Documentum content within the Salesforce UI for real-time information to improve sales cycles and customer service.

  • Increase customer satisfaction

    Empower teams to better serve customer needs with full access to relevant information stored in Documentum.

  • Reduce sales and services cycles

    Directly access key information in context of Salesforce.

  • Increase control and governance

    Seamlessly add compliance, regulatory and record keeping requirements and control versioning discrepancies.

  • Universal access

    Present customer information stored in Salesforce to ECM users who may need the information to support the business process without being Salesforce users.

Features

  • Lightning interface support

    Fully embeds within the Salesforce Lightning user interface to create an immersive user experience.

  • Salesforce object flexibility

    Offers support for both standard and custom Salesforce object types.

  • Simple web interfaces

    Offers easy configuration from basic to advanced use cases, with no coding required.

  • Data replication

    Automatically replicates relevant data from Salesforce business objects for content context classification and management.

  • Salesforce Community Cloud integration

    Allows users to share information from the Salesforce UI and interact directly within the Salesforce Community Cloud.

  • Roles and permissioning

    Leverages the Salesforce permission concept to define roles and assign content access while maintaining organizational security models.

Contact us

Take advantage of OpenText and partner services

Deployment

OpenText offers deployment choice and flexibility for Extended ECM Documentum for Salesforce.

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Partners

OpenText helps customers find the right solution, the right support and the right outcome.

Training

OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.

Communities

Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.

Extended ECM Documentum for Salesforce resources

OpenText Documentum named a leader in 2023 Omdia report

Read the report findings

Improve processes with Extended ECM Documentum for Salesforce

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Find OpenText on Salesforce AppExchange

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