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The CDI Salesforce integration for Laserfiche® allows for easy connectivity and interaction between Laserfiche and Salesforce. By utilizing Laserfiche Web Access, the CDI Salesforce integration lets users quickly and easily access documentation in Laserfiche for any account, contact, opportunity, or custom entity/field, directly through the Salesforce interface.
This full-access interaction gives users the time-saving ability to upload or scan documents through the Salesforce interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your organization will also have the option to upload different Laserfiche briefcases per account, contact, lead, or other record type, to ensure the creation of specific subfolder structures, in cases where the folder structure does not already exist in Laserfiche.
In addition, the Administration Configuration feature allows for controlled mapping between Laserfiche template fields and Salesforce attributes, helping to optimize future searches in Laserfiche.
Features
Ability to view, scan, upload, edit, export, and delete documents directly from Salesforce
Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts
Ability to search and access account, contact, and lead documentation from within the Salesforce interface
Data auto-sync - updates in Salesforce can automatically be applied to Laserfiche
Includes Laserfiche Workflow Activities:
Create Record
For Each Record
Delete Record
Retrieve Record
Find Record
Update Record
Allows administrators to map Salesforce attributes to Laserfiche template fields for optimized searching
