d.velop connect for Salesforce®
Integrate your DMS seamlessly into Salesforce
About d.velop connect for Salesforce®
With d.velop connect for Salesforce®, you connect your Salesforce environment to your d.velop documents or Microsoft SharePoint and benefit from the functionalities of your d.velop DMS or SharePoint in Salesforce directly in Salesforce.
Save storage costs in Salesforce and the time it takes to work in two applications simultaneously. From your Salesforce CRM, you can directly access your documents archived in d.velop documents or Microsoft SharePoint, and of course you can also store them there directly.
d.velop connect for Salesforce® can be used in Sales, Service or Community Cloud of Salesforce regardless of the industry.
The integration depends on your configuration and is usually easily done in only a few hours.
Functions at a glance
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Perfectly integrated
Directly access or save documents in your d.velop DMS or SharePoint via Salesforce CRM.
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Reduce costs
Since documents are stored in d.velop DMS or SharePoint, you save storage costs in Salesforce.
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Increase productivity
Avoid wasting time by working in different applications and parallel structures.
Price overview
Contract documents
- Product Description
- d.velop AG General Terms and Conditions of Sale
- Privacy Policy for products and services from d.velop AG
- Data Processing Agreement
- Specifications for data processing
- Technical and Organizational Measures
- Non-disclosure Agreement
- Product Description d.velop cloud platform
- Service Level Agreement Cloud and SaaS
