What's New: Integration for Salesforce - print and download

[Colleen_Alber]

OnBase Integration for Salesforce v2.1.0 & 3.0.0

Released April 2022 & December 2022

Corresponds with OnBase Foundation EP5 & 22.1

***NOTE: This post has been corrected. Print functionality was not added until OIFS v3.0.0. The screenshot below is from v3.0.0***

Download and print documents from Salesforce

• Download an OnBase document from Salesforce to the local file system (2.1.0)
• Print an OnBase document from Salesforce screen (3.0.0)
• Enabled in custom settings in Salesforce; button location (in viewer) is fixed

Business Benefit: When users desire document access beyond that of the Salesforce application, documents may be printed or downloaded for use outside of the system. Additionally, users that want to open .MSG, .EML, .MP4 or other files in their native format can download locally and open with source application.