Supercharge Your CRM with Hyland for Salesforce and Build a Foundation for AI Innovation
In today’s customer-centric world, speed, context, and accuracy are everything. Sales and service teams need instant access to contracts, proposals, onboarding documents, and more without leaving the tools they use every day. That’s why we built Hyland for Salesforce integrated with Hyland Content Innovation Cloud.
Seamless Content Access, Right Where You Work
Hyland for Salesforce brings the power of Hyland’s intelligent content services directly into the Salesforce experience. Users can view, manage, and interact with documents and data without switching systems - saving time, reducing friction, and improving customer outcomes.
Hyland for Salesforce delivers:
- Embedded document access within Salesforce records
- Secure, scalable cloud-native architecture
- Flexible, cloud-native integration tailored to your CRM environment
Powered by the Hyland Content Innovation Cloud
At the heart of this integration is the Hyland Content Innovation Cloud, a modern, cloud-native platform designed to unify content, processes, and applications across your enterprise. It’s not just about storing documents; it’s about unlocking their full potential.
By centralizing and structuring your content in the Hyland Content Innovation Cloud, you create a foundation for advanced capabilities like:
- Agentic AI: Enable intelligent agents to act on content, automate tasks, and assist users in real time.
- Intelligent Document Processing: Extract key data from unstructured content such as customer emails, onboarding forms, and service requests.
- Knowledge Discovery: Surface insights from unstructured data to support smarter decisions and personalized customer experiences.
- AI-Ready Architecture: Prepare your organization for future innovations in machine learning, natural language processing, and predictive analytics.
Real Results, Real Impact
Imagine a sales rep accessing a signed agreement instantly from a lead record, or a support agent resolving a case faster with direct access to related documentation. Hyland for Salesforce makes these scenarios a reality, while laying the groundwork for AI-powered transformation.
Additional Resources
For detailed release notes, product documentation and other solution resources, visit the Hyland for Salesforce Product Guide page on Community.
