Document management for Salesforce™
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 Salesforce.com 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