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OpenText Apps for Salesforce

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A day in the life of a Sales Professional - Optimize sales cycles with OpenText Extended ECM for CRM

OpenText Apps for Salesforce overview

A true 360 degree view of the customer requires a full view of not just transactional data, but also the related unstructured content.

OpenText™ Apps for Salesforce® allow customers to connect Salesforce Clouds, such as Sales, Service, Community or Marketing, to key OpenText platforms.

Available On App Exchange

OpenText Apps for Salesforce features

  • Data integration

    Data integration

    Automatically replicates relevant data from Salesforce business objects for document generation, content classification and management.

  • Fully flexible

    Fully flexible

    Supports both standard and custom Salesforce object types and utilizes both Process Builder and Flows to allow customers to map their business processes.

  • Easily configurable

    Easily configurable

    Offers easy configuration with no coding required.

  • Roles and permissions maintained

    Roles and permissions maintained

    Leverages Salesforce permission concept to define roles and assign content access.

  • Seamlessly integrated

    Seamlessly integrated

    Leverages the Salesforce framework to fully embed into the Salesforce Lightning user interface.

OpenText Apps for Salesforce benefits

  • Increase customer satisfaction

    Deliver a true 360-degree view of customers and ensure users can generate and retrieve all relevant communications.

  • Achieve brand consistency

    Ensure marketing campaigns and customer communications are on brand each and every time.

  • Greater control and governance

    Ensure everyone is accessing the right version of critical documentation and enforce brand templates.

  • Increased collaboration and productivity

    Achieve great results faster by ensuring users have access to the documentation they need without leaving Salesforce.

  • Reduced sales and service cycles

    Greater control on documentation means Sales and Service teams can work more efficiently and improve on key SLAs.

OpenText Apps for Salesforce

Browse the AppExchange

Discover all the OpenText apps on the AppExchange now

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Achieve a 6 month payback

Find out about typical ROI and payback when deploying Exstream for Salesforce

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