Streamline your Salesforce operations with an integrated document management solution that boosts productivity, ensures compliance, and secures your valuable documents.
Highlights
- A seamless Salesforce integration enables straightforward and efficient document management, supporting both standard and custom objects.
- Easily find and manage documents with a user-friendly interface and robust search capabilities, including full-text search and metadata categorization.
- Flexible storage options help optimize usage and reduce costs, providing an economical solution for managing large volumes of documents.
- Automate document management tasks with Salesforce Flow, reducing manual effort and ensuring consistency across processes.
When it comes to managing documents within Salesforce, having a solution that integrates seamlessly, enhances productivity, and ensures secure and efficient document handling is essential. Imagine a robust tool designed to streamline your document management processes directly within the Salesforce environment. A solution that supports quick document retrieval, has storage that is cost-efficient, and offers advanced search capabilities alongside robust security features. It’s built to fit seamlessly into your daily workflow, reducing the need to switch between platforms and ensuring all your critical documents are accessible when needed.
Prioritizing legal compliance and security with features like audit trails and secure access controls, d.velop connect for Salesforce keeps your documents safe and accessible. The intuitive interface is user-friendly for individuals of all technical levels, while the integration with Salesforce Flow provides the more advanced Salesforce professional a way to automate routine document management tasks, cutting down on manual work and improving consistency.
This in-depth review will explore key features, practical use cases, setup process, and the significant impact it can have on your organization’s efficiency. Whether you’re aiming to enhance team collaboration or streamline document workflows, this comprehensive solution will elevate your document management strategy within Salesforce.
Features
Document Management
d.velop connect for Salesforce integrates smoothly into your Salesforce environment, allowing you to handle all of your documents within the interface you are familiar with. This eliminates the need to switch between different platforms, helping you save time and reducing the risk of errors. The integration supports both standard and custom Salesforce objects, providing flexibility in managing and retrieving documents as part of your internal Salesforce processes.
Another big win is legal compliance, as d.velop ensures all your documents are stored in a compliant manner, using audit trails and secure access controls automatically.
With flexible storage options that reduce costs, you can manage storage flexibly using either the d.velop cloud or your existing Sharepoint to manage your document storage. This tool helps optimize storage usage, which is super helpful in modern enterprises that suffer from content sprawl and a loss of control with critical documents.
Enhanced Productivity
Designed to be intuitive, d.velop enhances user satisfaction and productivity. The interface is easy to navigate, ensuring that even users with minimal technical knowledge can use it effectively. Documents can be easily uploaded and managed directly within Salesforce.
Advanced Search and Metadata
The use of metadata enhances the ability to categorize and search for documents, making it easier for users to find specific files. The solution supports metadata enrichment, which helps you systematically categorize and find documents.
The robust search capabilities, including full-text search, allows users to search for any word within the documents stored in the system. This feature ensures that users can quickly locate the documents they need, enhancing efficiency.
One of the more important features is the ease of viewing and managing documents directly within Salesforce. The system supports advanced viewing features, such as the ability to start workflows, share documents, and manage document versions. Users can interact with documents through a modal dialog that displays the document along with its metadata, providing a comprehensive view of the document’s context.
Flow Integration
One of the more advanced features of d.velop connect is the Salesforce Flow integration. Flows can automate document management tasks, like uploading documents and updating metadata as part of your proposal review and sign-off process for example.
This automation cuts down on manual work and ensures consistency across your documents. By leveraging Salesforce Flow, d.velop connect empowers your Salesforce Admins to create automated processes that interact seamlessly with your document management system in an interface they are already familiar with, enhancing overall efficiency and reducing the risk of human error. This allows Salesforce Admins to use Flows to incorporate documents into their full end-to-end business process, ensuring documents are no longer siloed from the rest of your Salesforce workflow.
Practical Use Cases
Sales Teams
Sales teams juggle a lot of documents: contracts, invoices, communication records, and more. With d.velop, these documents are easily accessible within the Salesforce platform, allowing sales professionals to quickly retrieve and review the necessary paperwork. The immediate access significantly speeds up the decision-making process, enhances client interactions, and ensures that the most current documents are always on hand.
For example, during a sales negotiation, a representative can swiftly pull up the latest version of a contract to address client questions, make real-time amendments, and expedite the closing process. This level of efficiency not only improves the sales cycle but also boosts customer satisfaction as clients experience faster and more responsive service.
Compliance Departments
Compliance departments are tasked with ensuring that all documents adhere to regulatory standards. This includes maintaining records in a manner that is secure, auditable, and compliant with various legal requirements. By integrating directly in Salesforce, d.velop connect provides a secure, compliant document storage solution.
The system supports the automatic classification and storage of documents in a way that meets legal standards. This includes features such as audit trails, secure access controls, and automated retention schedules, which ensures that documents are preserved for the required duration and can be easily retrieved during audits or inspections.
Customer Service
Customer service teams often need access to a variety of documents to resolve customer inquiries and issues – including service contracts, warranty information, and communication records. Having quick and easy access to these documents within Salesforce allows customer service representatives to provide faster and more accurate responses to customer inquiries.
With d.velop connect for Salesforce you can enhance the customer service experience by having all relevant documents easily accessible within the Salesforce interface. This allows representatives to quickly locate the information they need, reducing wait times for customers and improving overall service quality. Additionally, the system’s robust search capabilities enable representatives to find documents based on various criteria, allowing customer issues to be addressed efficiently.
Impact
Business Efficiency
By centralizing document management within Salesforce, businesses can reduce data silos and streamline workflows, leading to improved overall efficiency. This centralization ensures that all relevant documents are stored in one place, making it easier for employees to find and use the information they need, especially considering that you can choose what information to show to employees using the attributes functionality.
Enhanced Collaboration
One of the significant benefits of d.velop connect for Salesforce is its ability to enhance collaboration across teams. With documents stored in a centralized location and easily accessible within Salesforce, team members can collaborate more effectively on projects and tasks. This is particularly beneficial for cross-functional teams that need to share documents and information regularly.
For example, sales and marketing teams can collaborate on campaign materials, ensuring that all team members have access to the latest versions of documents and can provide input and feedback in real-time. Plus, the d.velop digital experience component for Salesforce communities allows external partners to access relevant documents. This is particularly useful for project collaborations where external stakeholders need access to specific documents – improving efficiency and ensuring that all team members are aligned and working towards common goals.
Cost Savings
By integrating d.velop connect into Salesforce, organizations can achieve significant cost savings in several areas.
The system’s flexible storage options allow you to optimize storage usage and reduce the costs associated with storing large volumes of documents. This is particularly beneficial for organizations that handle a high volume of documents and, as such, need a cost-effective storage solution. In addition, you can also connect your existing Sharepoint with d.velop, meaning you are using a solution that has already been approved by your IT and Compliance teams and are making use of a storage solution that you are already paying for – but now it is inside of your CRM, Salesforce.
Also, the system’s efficiency and productivity enhancements can lead to cost savings in terms of time and labor. By streamlining document management processes and reducing the time spent searching for and managing documents, organizations can free up valuable resources and focus on more strategic tasks. This can translate into significant cost savings over time.
Setup
Getting started with d.velop connect for Salesforce involves a few straightforward steps:
- Installation: The first step is to install the d.velop connect application from the Salesforce AppExchange. The installation process is user-friendly and can be completed quickly. Once installed, you will be greeted by the welcome screen.
- Configuration: Once the application is installed, the next step is to configure the integration settings within Salesforce. This includes setting up document storage options, configuring access controls, establishing document categories, and setting up metadata mappings.
- Custom Document Types and Custom Properties: Once you have successfully mapped the existing fields, you may wish to create additional custom document types and custom properties. This can help users specify the type of metadata they wish to add to document they upload and view using d.velop document viewer.
- Integration Testing: Before fully rolling out the system, it is important to conduct integration testing to ensure that all features are working as expected. This includes testing document retrieval through the Connected App and Technical Configuration screen. Any issues identified during testing can be addressed with the help of d.velop’s support team to ensure a smooth implementation.
- Permission Assignment: Users require d.velop permission sets to access the application fully. There are a number of permission sets available based on each user’s job function. Navigate to Setup → Users → Choose specific User → Permission Set Assignments. Here, click Edit Assignments, allocate the appropriate d.velop permissions sets, and click Save.
Support
If you need any help, d.velop has provided multiple resources to help you get going and get your issues resolved.
d.velop offers a comprehensive knowledge base for immediate support and expert assistance – a one-stop shop with written documentation and user guides, tips and tricks, as well as FAQS.
There is also the d.velop academy, a fantastic resource for user support and training on d.velop products and services. It offers a variety of courses where users can stay updated with the latest product features and best practices. Designed to enhance users’ knowledge and proficiency, it will help them get the most out of their d.velop investments.
The d.velop service portal is your go-to resource for everything related to d.velop services. It’s packed with the latest news, detailed product information, support options, and a wealth of resources to help you get the most out of your d.velop products. Whether you need updates or assistance, you’ll find all the essential information right here in one convenient place.
d.velop has an average 4.89-star rating on the Salesforce AppExchange, in large part due to its competent and responsive support team.
Pricing
d.velop offers a default plan that is based on a “per user, per license” basis.
Each customer is provided with the option to choose d.velop’s powerful cloud-DMS or to use an existing Sharepoint as a document storage platform of choice. Regardless of the underlying storage, rest assured that you will be able to easily integrate your documents into Salesforce.
Further details can be found on the AppExchange listing.
Summary
d.velop connect for Salesforce provides a powerful extension to Salesforce’s native capabilities, offering a robust and compliant document management solution that enhances productivity, reduces costs, and ensures secure and legal document handling.
By centralizing document management within Salesforce, organizations can streamline workflows, improve collaboration, and enhance overall efficiency. The system’s user-friendly interface, compliance features, and cost-saving benefits make it a valuable addition to any organization using Salesforce.
Whether you’re a sales team aiming to enhance client interactions, a compliance department prioritizing regulatory adherence, or an internal Salesforce Admin seeking efficient document management, d.velop connect for Salesforce offers a comprehensive solution. By integrating Salesforce workflows with d.velop, your workflows are no longer confined to Salesforce alone; they can now span the entire enterprise, seamlessly connecting data and document workflows across your organization.
For more information, and to see a live demo, visit d.velop’s Salesforce Document Management.