Core for Salesforce
A capability of OpenText Core
Simply and securely manage Salesforce content in the cloud
Overview
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.
How Core for Salesforce can benefit business
Discover the advantages of using Core for Salesforce.
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Shorten resolution times
Close cases faster with real-time access to all customer-related content directly within the Salesforce Sales and Service Cloud.
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Reduce risk
Instantly locate and use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.
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Improve efficiency
Consolidate on a single cloud content management system connected directly to Salesforce to alleviate IT burdens.
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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.
Features
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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.
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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.
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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.
Take advantage of OpenText and partner services
Deployment
OpenText offers deployment choice and flexibility for Core for Salesforce.
- Run anywhere and scale globally in the public cloud of your choiceOpenText Public Cloud (Multi-Tenant SaaS)
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Achieve rapid go-live through best practices and expertiseCore Content Starter Package
- Your journey to successOpenText Professional Services
- Drive deeper product adoption and richer engagementCustomer Success Services
- Adapt new technologies and processesUser Adoption Services
- Accelerate the Information Management journeyConsulting Services
- Comprehensive Information Management services and resourcesExplore Professional Services
Partners
OpenText helps customers find the right solution, the right support and the right outcome.
- Search OpenText's partner directoryFind a Partner
- Industry leading organizations that enhance OpenText products and solutionsStrategic Partners
- Build better software productsOEM Solutions
- Explore OpenText's Partner solutions catalogApplication Marketplace
Training
OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.
- Meet the demands of all types of users for effective adoptionLearning Services
- Unlimited access to training with personalized tiers to fit your needsLearning Subscriptions
Communities
Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.
- Explore ideas, join discussions and networkOpenText’s forums
