Document management for Salesforce™

Salesforce logo

Keep all your documents in one place while integrating them with what you already do in Salesforce™.

Find customer, case, etc. documents easily in FileHold using powerful search features for audits, customer service, etc. and integrations directly in the Lightning or Classic interface. Leverage APEX code to integrate FileHold screens for adding, browsing and viewing documents with minimal effort.

FileHold integration with described in a blog post

Integration options

Name Description Skill level Type
FastFind Search FileHold using information on Salesforce™ screens. Basic Optional feature
Print to FileHold Add purchase orders, invoices and other documents generated by Salesforce™. Basic Optional feature
Database dropdown menus* Synchronize data in Salesforce™ to selection lists in FileHold. Intermediate Included
Schema lookup* Automatically fill fields from data in Salesforce™. Intermediate Included
Search by URL Link to sets of documents with matching information such as customer records and display, for example, using a Salesforce™ VisualForce page. Intermediate to advanced Included
Document links Add direct links to documents using Salesforce™ URL fields. Basic Included

* May require FileHold External Integration option or third party ODBC/OLE driver.  

Search for Documents from Third Party Applications using FastFind

Print-to-FileHold Virtual Printer Driver