Every business looking to take its next step heavily hinges upon two things- customer management and document management. Both are massive undertakings and more often than not becomes a smart way to identify pros from amateurs. 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 available. They are two different tools with different capabilities but there are ways they get together to give you something never tasted before.
Integrating Alfresco with Salesforce is not that difficult. There are two easy ways by which you can integrate Alfresco and Salesforce. One using Alfresco’s Salesforce application, and another using a custom CMIS RESTful API integration solution. There is also a third way that involves using SOAP API but it is so old school so I am not planning to get into it for now.
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.
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 and install Alfresco App from there, do the required configurations and mappings. And you are done!
Obviously you would have to create accounts on both Salesforce and Alfresco to use both cloud products and may have to buy Alfreco subscriptions based on requirements.
Now considering the ease of this integration one would think that there is no need for a custom solution. But there is. The app is good for new users who need simple integration solutions. But if your systems are complex, you would need Custom API solutions.
The BEST of both worlds
With an integrated Alfresco and Salesforce solution you not only great Workflow management capabilities, but also get an awesome document manager and viewer, features on which Salesforce lacks woefully. In addition to document management capabilties, 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.
Creating custom integrating API’s is not a very easy task. To make sure that your connector API is flexible enough to accommodate changes, is secure enough to handle sensitive data, and is fast enough to perform under pressure, we would advise you to take help from experts.
We here at Algoworks have been working on Alfresco and Salesforce integration for more than 6 years now and are foremost experts in the field. You can consider contacting us for a free quote.
How to Integrate Salesforce with Alfresco for Better Enterprise Content Management
1. How to Integrate Salesforce with Alfresco?
support@algoworks.com Toll Free : +1-877-284-1028
2. How to Integrate Salesforce and Alfresco
Every business looking to take its next step heavily hinges upon two things
Customer
management
Document
management
support@algoworks.com Toll Free : +1-877-284-1028
3. 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
support@algoworks.com Toll Free : +1-877-284-1028
4. 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.
support@algoworks.com Toll Free : +1-877-284-1028
API
The system sounds
good doesn’t it?
This is it:
5. 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
support@algoworks.com Toll Free : +1-877-284-1028
7. 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!
support@algoworks.com Toll Free : +1-877-284-1028
8. 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,
Little or
No
Coding
• Do the required configurations and mappings.
• And you are done!
support@algoworks.com Toll Free : +1-877-284-1028
9. 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.
support@algoworks.com Toll Free : +1-877-284-1028
11. Salesforce Alfresco integration using RESTful API
Integrating salesforce with Alfresco utilizes RESTFul APIs, both from Salesforce and
Alfresco.
support@algoworks.com Toll Free : +1-877-284-1028
12. 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.
support@algoworks.com Toll Free : +1-877-284-1028
13. 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.
support@algoworks.com Toll Free : +1-877-284-1028
14. The BEST of both worlds
support@algoworks.com Toll Free : +1-877-284-1028
15. 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
support@algoworks.com Toll Free : +1-877-284-1028
16. 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.
support@algoworks.com Toll Free : +1-877-284-1028
17. 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.
support@algoworks.com Toll Free : +1-877-284-1028
18. THANK YOU
Learn about how Algoworks can help your business!
Call us at : +1-877-284-1028
Mail us at : sales@algoworks.com, support@algoworks.com
Blog Link : http://www.algoworks.com/blog/salesforce-alfresco-integration/
Salesforce Services
http://www.algoworks.com/salesforce/
support@algoworks.com Toll Free : +1-877-284-1028
Alfresco Services
http://www.algoworks.com/ecm/alfresco-development/