Track: OnBase
Presenters: Colleen Alber, Chris Cory & Bryan Boynar
Session: Content services enable your Salesforce CRM
Description:
See how the OnBase Integration for Salesforce helps users more easily manage documents, images and other business-critical data — all from Salesforce application interfaces. Join us for a live demonstration to learn how to better leverage your OnBase content services platform investment with our purpose-built, cloud-ready integration for Salesforce. Ask questions and discover the latest enhancements, including how to:
-Easily view, print and download OnBase documents from Salesforce
-Create custom content views with enhanced search, filter and sort functionality
-Import documents into OnBase from Salesforce screens with automated indexing
-Migrate existing Salesforce content to OnBase via bulk migration
