OpenText™ Extended ECM for Salesforce® integrates Salesforce with a central content management platform and other business applications to improve information access, flow and governance. The solution surfaces relevant information from across the enterprise directly in the Salesforce interface to improve collaboration, efficiency and service.
Connect, share and use customer data across multiple applications to distribute information across processes and surface where needed.
Customer information stored in Salesforce can be surfaced within the content management platform to support business processes without screen flips.
Easily generate, maintain, store, retain and manage the entire lifecycle of contracts in Salesforce.
OpenText Extended ECM for Salesforce integrates the industry-leading CRM application into a content management framework that facilitates information flows and introduces full lifecycle management to Salesforce content.Browse the AppExchange
Connect relevant information from across the enterprise to create context and provide a 360-degree view of customers.
Extend centrally defined security, compliance and permission policies into Salesforce.
Surface relevant information from other business systems directly in the Salesforce interface, giving sales teams the details they need to act quickly and decisively.
Enable service teams with access to accurate, up-to-date information faster, without leaving Salesforce.
Experience simple and straightforward setup and configuration for any use case with no coding required.
Fully integrates into Salesforce Sales, Service and Industry clouds to seamlessly embed content management functionality within the Salesforce Lightning user interface.
Automatically replicates relevant data from Salesforce business objects to provide content the needed context for classification and management.
Present content within standard and custom Salesforce business-object types.
Expand and manage information sharing across the Salesforce Experience Cloud.
Enhance existing Salesforce permission rules to manage or redefine roles.
OpenText offers deployment choice and flexibility for Extended ECM for Salesforce.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
OpenText helps customers find the right solution, the right support and the right outcome.
OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.
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