Download - How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Page 1: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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How to Integrate Salesforce with Alfresco?

Page 2: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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How to Integrate Salesforce and Alfresco

Every business looking to take its next step heavily hinges upon two things

Customer management

Document management

Page 3: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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How to Integrate Salesforce and Alfresco

Luckily we have software tools to handle both managements.

We have got Salesforce, the most popular customer relationship management tool

And we have Alfresco, one of the most popular document management and enterprise content management tool

Page 4: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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How to Integrate Salesforce and Alfresco

Imagine a solution that has easy-to-use features and analytics capabilities of Salesforce but also has document management capabilities of Alfresco.

API

The system sounds good doesn’t it?

This is it:

Page 5: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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How to Integrate Salesforce and Alfresco

There are two easy ways by which you can integrate Alfresco and Salesforce

1. Using Alfresco’s Salesforce application(on AppExchange)2. Using a custom CMIS RESTful API integration solution

Page 6: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Integrating Alfresco and Salesforce using App

Page 7: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Integrating Alfresco and Salesforce using App

Salesforce integration with Alfresco is so common that Alfresco itself came out with a native Salesforce application to make integration easier!

Page 8: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Integrating Alfresco and Salesforce using App

The app way requires minimum to no-coding integration and is mainly a click and play integration solution.

All you would have to do is:• Visit Salesforce AppExchange • Install Alfresco App from there,• Do the required configurations and mappings.• And you are done!

Little or

No

Coding

Page 9: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Integrating Alfresco and Salesforce using App

Considering the ease of this integration one would think that there is no need for a custom solution. But there is.

If your systems are complex, you would need Custom API solutions.

That is the reason why most large to medium scale companies opt for custom Salesforce and Alfresco integration solution.

Page 10: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Salesforce Alfresco integration using RESTful API

Page 11: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Salesforce Alfresco integration using RESTful API

Integrating salesforce with Alfresco utilizes RESTFul APIs, both from Salesforce and Alfresco.

Page 12: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Salesforce Alfresco integration using RESTful API

Even using RESTful API there are two ways that you can integrate the two system

1. Using CMIS (Content Management Interoperability Services) and Rest API,

2. Using custom data exchange standards.

However we would advise going for CMIS standards.

Page 13: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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Salesforce Alfresco integration using RESTful API

CMIS are world-wide standards that are used to connect content management systems with each other.

It provides the users with flexibility to switch from one CMS to another without affecting the systems integrated with the CMS.

Page 14: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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The BEST of both worlds

Page 15: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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The BEST of both worlds

With an integrated Alfresco and Salesforce solution you not only get great Workflow management Capabilities, but also get an awesome document manager and viewer

Page 16: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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The BEST of both worlds

Free editions of Alfresco have a lot more storage space than cheapest editions of salesforce so you would get additional storage at no cost.

Also Salesforce limits the document sizes to 5MB, but there is no such limit with Alfresco.

Page 17: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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The BEST of both worlds

Creating custom integrating API’s is not a very easy task.

To make sure that your connector API is flexible, secure, and fast enough to perform under pressure, we would advise you to take help from experts.

Page 18: How to Integrate Salesforce with Alfresco for Better Enterprise Content Management

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THANK YOU

Learn about how Algoworks can help your business!

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