Core

Core for Salesforce

A capability of OpenText Core

Simply and securely manage Salesforce content in the cloud

CoreBusiness WorkspacesCaptureCase ManagementCore for Google WorkspaceDigital SignaturesDocument ManagementEnterprise Applications IntegrationExternal Sharing and CollaborationGenerative AIGovernance and ProtectionViewing and Transformation

Overview

See how to enable Salesforce users with cloud content management capabilities

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.

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How Core for Salesforce can benefit business

Discover the advantages of using Core for Salesforce.

  • Shorten resolution times

    Close cases faster with real-time access to all customer-related content directly within the Salesforce Sales and Service Cloud.

  • Reduce risk

    Instantly locate and use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.

  • Improve efficiency

    Consolidate on a single cloud content management system connected directly to Salesforce to alleviate IT burdens.

  • 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

  • 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.

  • 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.

  • 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.

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Deployment

Connect content with digital business within the security and scalability of the public cloud SaaS.

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.

Core for Salesforce resources

Core for Salesforce

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OpenText Core for sales departments

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OpenText Core how-to video playlist

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