Content Library Connector for Salesforce
Content Library Connector for SalesforceThe SEAL Content Library Connector for Salesforce is designed to enhance Salesforce functionality by integrating robust content management capabilities. This connector allows for seamless content offloading from Salesforce to an external content repository, radically reducing the cost with Salesforce storage, ensuring efficient unstructured content management, improved collaboration, and compliance with legal requirements. By leveraging SEAL, businesses can optimize their Salesforce environments, reduce costs, and enhance productivity.
SEAL provides a secure and scalable external content repository for Salesforce (and other line of business applications such as SAP, Microsoft, Oracle, etc.) with a powerful but simple user interface for both Salesforce and non-Salesforce users.
SEAL Content Library Connector for Salesforce includes a Salesforce canvas application, embeddable in any record type that supports layouts (for example, Accounts, Cases and Opportunities). Users accessing Salesforce interface have a dedicated tab (SEAL), allowing them to browse perspectives and see content from SEAL repository. Users can link an existing SEAL document to a Salesforce record, directly from Salesforce interface.
The SEAL Content Library Connector for Salesforce is an essential tool for business, sales and finance looking to enhance their Salesforce environment. By providing a secure, scalable, and efficient content management, automation and active archiving solution, SEAL helps businesses reduce costs, improve performance, and maintain compliance, while enabling better access and utilization of business content.
Cost Reduction
- Lower Storage Costs: Reduce Salesforce subscription costs by offloading content to an external content repository (SEAL).
- Reduced Total Cost of Ownership (TCO): Achieve a 20% to 40% reduction in TCO through efficient content management and deduplication.
Streamlined Unstructured Content Management
- Seamless Integration: Integrate SEAL with Salesforce using native technologies (Visualforce, Apex) and minimal configuration, keeping Salesforce users within their familiar interface.
- Access for Non-Salesforce Users: SEAL allows non-Salesforce users to access valuable business content created in Salesforce (and other enterprise applications), fostering better collaboration and data utilization across departments.
- Unified Collaboration: Enable both Salesforce and non-Salesforce users to access and collaborate on documents (created in Salesforce or outside Salesforce), fostering better teamwork and productivity.
- Advanced Document Management and Automation: Utilize SEAL’s low-code document automation features to streamline document-centric processes, reducing manual efforts and errors.
Improved Compliance and Governance
- Information Governance: Move content to SEAL’s regulated environment, ensuring compliance with GDPR and other regulatory standards.
- Unified Repository: Consolidate all documents into a single repository, providing a single source of truth and enhancing data governance.
- Compliance, Audit Trails and Security: retention and legal holds policies, e-Discovery features, legal full auditing, ensuring secure and compliant content management.
Support Salesforce Optimization (Cost and Functionalities)
- Reduce Costs and Storage Footprint: Optimize storage and reduce costs by offloading content to external content repository (SEAL).
- Improve Performance: Enhance Salesforce performance by managing content externally.
- Reduce Total Cost of Ownership (TCO): Achieve a 20% to 40% reduction in TCO through storage optimization, efficient content management and deduplication.
Enhance User Experience and Boost Productivity
- Seamless Access and Collaboration: Provide easy access to documents for both Salesforce and non-Salesforce users, improving collaboration.
- Familiar, but Improved Interface for the Salesforce users: Keep users within their familiar Salesforce environment, enhancing user experience and adoption.
- Decrease IT Burden: Improve backup and recovery times.
Ensure Compliance and Security
- Unified Governance and Regulatory Compliance: Implement a unified information governance strategy, ensuring compliance with legal requirements, advanced records management and data protection (including GDPR-related) functions for the Salesforce content
- Secure and Auditable: Maintain secure access and full auditing capabilities, protecting sensitive information.
- Archive Archiving: Benefit the IT team by archiving Salesforce data and documents, reducing storage and backup complexities. Simultaneously, ensure that archived data and documents remain accessible for business users, allowing seamless access to necessary information without compromising performance or compliance.
Reference architecture
Offload and store Salesforce documents in SEAL’s centralized content repository directly from Salesforce records (Account, Opportunity, etc.), to radically reduce the cost with Salesforce storage and ensuring compliance with legal requirements.
Enrich metadata in SEAL and display it within the Salesforce context to better support line of business functions (sales, marketing, etc.).
Access documents and metadata stored in SEAL through the Salesforce interface.
from the content-optimized interface provided by SEAL, ensuring efficient unstructured content management and improved collaboration.
Apply retention policies, control disposal, and ensure regulatory compliance with SEAL’s information governance capabilities.
Tangible Benefits
Reduce company exposure and mitigate risks with a legal, regulatory and industry compliance electronic archive.
Content Management Modernization
It’s time to get rid of legacy ECM (enterprise content management) and move to the next-generation content services platform. Use our proven “application-aware” content migration platform – StarMigrator Engine together with a proven and tested methodology to deliver a seamless, risk-free, fast content and metadata migration from legacy platforms (Opentext Documentum, OpenText Content Server, IBM Content Manager, IBM FileNet, Alfresco, etc. into SEAL and start saving money while moving to modern architecture and provide an amazing user experience to the line of business users. Use SEAL to optimize up to 50% of the content management costs, to boost user adoption while leveraging comprehensive content management, information governance, and records management capabilities.
Content Consolidation and Aplications Offloading
Today, organizations generate massive amounts of unstructured content that are dispersed across various locations and systems. This situation poses several challenges, including escalating costs, decreased productivity due to difficulty in finding relevant content, decision-making delays caused by poor metadata quality, and compliance issues.
By moving unstructured content to dedicated content management platforms and connecting this unified repository to line of business applications generating and using content, companies can reduce their costs, the burden on top line business applications, improving their performance and scalability.
Additionally, consolidating unstructured content into a single platform allows for improved information management and compliance, reducing the risk of data breaches and maintaining trust with customers and stakeholders.
Governance and Regulatory Compliance
In today’s business world, companies face an increasing range of regulatory requirements that they must comply with, including those related to tax, fraud, bribery, competition, data privacy and protection, consumer protection, quality, HSE (Health, Safety and Environment), and more. In addition, organizations must be prepared to respond to audits and investigations that are designed to ensure that they are meeting these requirements. These audits and investigations can be costly and time-consuming, and failing to respond to them adequately and timely can lead to significant fines, reputational damage, and legal liability.
One of the biggest challenges that companies face when responding to an audit or investigation is identifying the relevant information that must be produced. This information is most of the time spread across the organization, “buried” in tens of thousands of documents, emails, audio and video files and other records. Finding and organizing this information can be a daunting task, particularly when time is of the essence.
Digital Operations and eSignature
SEAL is a cutting-edge platform designed to revolutionize how organizations manage and utilize their corporate documents. Acting as an Active Document Store, SEAL supports the entire lifecycle of business documents, providing advanced content-centric features essential for digital operations. The platform facilitates end-to-end digital processes, enabling document composition, collaborative authoring, review, approval, and e-signing capabilities.
Compliant e-Archiving
SEAL is a cutting-edge platform designed to revolutionize how organizations manage and utilize their corporate documents. Acting as an Active Document Store, SEAL supports the entire lifecycle of business documents, providing advanced content-centric features essential for digital operations. The platform facilitates end-to-end digital processes, enabling document composition, collaborative authoring, review, approval, and e-signing capabilities.
Sales & Customer Service
In today’s competitive market, delivering exceptional sales and customer service is paramount for organizations seeking to retain customers and enhance their brand reputation. Managing customer-related documents efficiently and ensuring timely responses to feedback and complaints are critical components of this endeavor. Companies must centralize and streamline their document management processes to provide quick access to customer information and automate the handling of feedback and complaints. SEAL addresses these needs by offering a comprehensive solution designed to optimize sales and customer service functions through advanced document management and process automation.
Contracts Management
SEAL for Contracts Management is a cross industry solution that offers control and visibility over all your contracts and supporting documents during their entire lifecycle using full paperless operations. Every single contract is stored, categorized and can be easily and securely accessible from anywhere using any device for a new level of productivity.
Procurement & Supply Chain Management
More than ever before, procurement teams are operating in a challenging and fast-changing environment. They’re tasked with tough operational excellence goals while working with fewer personnel and reduced budgets. By digitizing and automating document-intensive business processes, organizations can gain enhanced visibility and optimize their mission-critical supply chains while reducing manual data entry and data entry errors, improving supplier information management, lowering transaction costs, and accelerating the receiving process.
Finance & Administration
Responsible for planning, controlling and auditing the company finances and cashflow, the finance department is a crucial component of any business. Though not always obvious, this department is a core enabler of a company’s growth and development. By implementing digital and automated processes to manage and distribute financial documents, finance managers can free up their staff to focus on strategic initiatives and serve the lines of business with accurate and relevant information.
Human Resources
The HR department depends on document-driven processes, usually on paper. Paper requires archiving cabinets, and, in time, the amount of paper stored quickly become unmaintainable. Plus, paper tied to bloated processes slows HR Managers down from doing important work that pushes a business forward. Automation and digitalization can help you to reduce the time it takes to complete your HR tasks without sacrificing quality of work.
Legal
In today’s business environment, organizations face numerous legal challenges and risks, including compliance with regulatory requirements, managing litigation processes, and ensuring the integrity of legal records. Efficiently handling these legal matters is critical for minimizing risks, controlling costs, and achieving favorable outcomes. SEAL provides a next-generation platform designed to support legal and litigation management by automating case management processes, ensuring secure document handling, and facilitating compliance with legal standards.
Banking
The banking industry is undergoing a digital transformation, and document automation is a crucial component of this process. Banks need to efficiently manage large amounts of unstructured data (documents, emails) scattered across various locations and systems, while ensuring security and regulatory compliance. Document-centric processes require specialized platforms that are optimized for unstructured content
management and automation, as they should not be managed by the core banking or other transactional systems.
Insurance
The insurance industry faces several challenges, including intense competition, taught compliance regulations, meeting rising customer expectations, and the management of extensive amounts of data and documents.
Automating document-based tasks, including managing internal regulations and policies, risk analysis, claims management, and underwriting policies, is a crucial undertaking, given that many insurance processes rely heavily on documents.
Energy
The energy industry is undergoing a transformative shift driven by the need for decarbonization, regulatory pressures, and evolving technological advancements. Key challenges include managing vast amounts of unstructured data, ensuring regulatory compliance, and enhancing operational efficiency. Effective unstructured content management and automation are critical for addressing these challenges, enabling energy companies to streamline operations, reduce costs, and make informed decisions.
Manufacturing
Operational excellence is vital in the manufacturing industry. Effective document management and automation is crucial and allows manufacturers to leverage their information to innovate and grow effectively.
The manufacturing industry needs also to ensure regulatory compliance and reduce risks. A massive amount of controlled documentation is necessary, where a mistake at any level can affect the production and the organization’s reputation.
Construction & Engineering
Every aspect of the architectural, engineering and construction project involves an increasing number of documents that must be captured, processed, stored / archived and managed. SEAL enables contractors in the Architectural, Engineering and Construction industry to manage critical corporate content and business processes associated with the Projects (Build) and Operations documentation, thereby attaining compliance with industry regulations, cost reduction and a corresponding increase in operational efficiency.
Transportation and Logistics
The transportation and logistics industry generates and manages a vast array of documents daily, from invoices and bills of lading to shipping declarations and cargo manifests. Efficient handling of these unstructured documents is critical to operations. Tasks like adding files to document folders, sharing with external parties, issuing delivery proofs, or ensuring confirmation signatures often involve repetitive, manual processes prone to error.
By automating document workflows, companies can minimize errors, reduce reliance on paper-based processes, and streamline digital operations.
