DMS & ECM for Salesforce
Companies and organisations rely on d.velop solutions for Salesforce.
Document Management for Salesforce
Benefit from d.velop ECM technology directly in your Salesforce CRM
Many companies rely on Salesforce CRM to operate successful customer relationship management: whether in sales, service or marketing – processes are mapped via Salesforce. However, the creation and management of the associated documents often takes place in a dispersed IT landscape.
This is why d.velop integrates ECM solutions such as d.velop documents and d.velop sign quickly and easily into your Salesforce. It doesn’t matter whether you use d.velop products from the cloud or on-premises: With our proven integrations, you experience all the benefits directly in the Salesforce application. d.velop has maintained a partnership with Salesforce since 2017 and is a certified AI specialist for generative AI and its use in Salesforce.
Salesforce Agents meet d.velop pilot
AI solutions for Salesforce
Are you interested in AI use cases or other innovative applications in the field of artificial intelligence & document management in Salesforce and would like to actively help shape the software with your requirements?
Salesforce expertise at d.velop
Increase productivity with digital document management in Salesforce
In this video, Salesforce Ben presents some of the best features of d.velop connect for Salesforce:
The d.velop integration is available in the Salesforce AppExchange
The native integration for Salesforce is listed with Salesforce in the AppExchange and fulfills all necessary security standards.
d.velop AG has its own Salesforce development team
d.velop employs its own Salesforce development team consisting of certified and trained employees who are ready to help you.
d.velop AG has been a certified Salesforce partner for many years
d.velop is a certified Salesforce ISV partner and has already been honored with the Partner Award in the category Trust.
Mithilfe der genialen Integration des d.velop documents in Salesforce konnten wir die hohen Storage-Kosten lösen. Alle relevanten Features fügen sich nahtlos in die User-Experience unseres Salesforce-Anwenders ein.
Salesforce’s document management was not sufficient for our goal of enabling all global locations to work together completely paperless. With d.velop, working is now much more efficient – it is easy to use and runs with minimal maintenance in the background.
Booking
Want to get started right away? No problem.
If you already use one of the following 3 systems in addition to Salesforce:
- The d.velop DMS from the cloud: d.velop documents (business / ultimate)
- The locally operated d.velop DMS: d.velop documents
- The d.velop DMS for Microsoft SharePoint: d.velop documents for Microsoft 365
Use and experience the strong combination of DMS and CRM now by booking our integration.
FAQ
The most frequently asked questions about DMS in Salesforce
DMS is the abbreviation for document management system. DMS software is a solution that enables the automated and holistic management of documents and information. A DMS is database-supported and enables a high level of cross-application accessibility and secure archiving of documents within an organisation that is connected to Salesforce.
The most important reasons for introducing a DMS in a company include legally compliant electronic archiving in accordance with GoBD and GDPR. In addition, electronic documents can be found in a matter of seconds, home office and collaborative working are made possible and, last but not least, costs are saved (Salesforce storage costs, retrievability of information, paper, printers, processing times, etc.).
The GDPR is a European Union regulation governing the processing of personal data. It aims to ensure the protection of this data as well as the free movement of data within the European single market.
Audit-proof archiving basically means that stored data is protected against subsequent changes or premature deletion. In addition, the information on the data is archived in a traceable, retrievable, unalterable and tamper-proof manner. This is based on the GoBD.
A DMS is not automatically audit-proof and legally compliant. An independent auditor can assess audit compliance on the basis of an expert opinion based on the GoBD. In addition, audit compliance requires proper use of the DMS.
Yes, the integration of the DMS in Salesforce can be integrated in any environment and according to the objects of the Salesforce environment.
Salesforce is divided into two different types of storage. One is the data store (storage of data records) and the other is the file store (storage of files). With the help of the integration, the file storage in Salesforce can be reduced, as the files are stored in the DMS.
Contact & Consultation
We connect data and people – And look forward to hearing from you.
Curious? We’d be happy to show you our software.
Simply request a live demo.