Web browser Chrome, Firefox, or Edge with internet access to SaaS portal ( ) System Requirements 3.1 General Requirements Modern Authentication support for SharePointĭocument Extractor Built for Salesforce platform™ consists of two basic components:ĭocument Extractor Built for Salesforce platform™ cloud serviceĬonnecting Software SaaS portal takes care about configuration, subscription management and monitoring.ĭocument Extractor Built for Salesforce platform™ is responsible for checking Salesforce for new documents, stubbing them to SharePoint, and creating URLS for those documents in Salesforce.ĭocument stubbing is the process of copying a document from one business application (Salesforce) to another business application (SharePoint) and replacing the original document in the first business application (Salesforce) with a link that points to that document in the second business application (SharePoint).ģ. Support for SharePoint ADFS federation settings Possibility to exclude specific Salesforce objects from the stubbing Possibility to synchronize deletion of documents Transferring metadata about the Salesforce document, including creator, editor and owner to SharePoint for easier tracking of the documents Grouping documents by Salesforce accounts, contacts, leads, opportunities, quotes, contracts, orders, assets, and email messages. Support for documents with duplicate names Support for documents with multiple versions Support for the newest Salesforce Lightening experience The product runs as SaaS in Azure cloud and can be configured /controlled via a graphical user interface. CB Linked Server for Enterprise Applicationsĭocument Extractor Built f or Salesforce platform™ is an integration product that transfers documents saved in Salesforce to SharePoint and replaces the original documents with links pointing to them at the SharePoint document location where those documents are saved.CB Document Metadata Reporting for Salesforce®. Document Extractor – Built for Salesforce platform™.Salesforce Document Management & Integration.SharePoint Enhancements & Blockchain Document Sealing.Digital Transformation – Industrial IoT.CB Exchange Server Sync for Gmail and Google Workspace.Exchange and Office 365 Synchronization & Security.Connect to Dynamics 365 Business Central.Connect to Dynamics 365 Finance and Operations.CB Dynamics 365 Seamless Attachment Extractor.
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