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Question

Laserfiche Cloud Salesforce Integration

asked on February 19, 2020

New to using Cloud and noticed it has a Salesforce integration. I was unable to find direct documentation on what it can and can't do. I was wondering if it is possible to view Cloud Repo documents from within Salesforce similar to this integration: https://www.laserfiche.com/marketplace/lfintegratorforsalesforce/

 

Thanks in advance!

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Answer

SELECTED ANSWER
replied on February 19, 2020 Show version history

Hi Alex, here is the documentation of our Salesforce integration in Cloud. It allows you to push or pull data related with your Salesforce standard objects (Account, Contact and Opportunity) and custom objects, however you cannot view cloud repo from within Salesforce through this integration.

 

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replied on February 19, 2020

Thank you very much.

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Replies

replied on December 5, 2023 Show version history

There are now two other Salesforce integration options through our iPaaS partners:

Salesforce:
https://marketplace.laserfiche.com/ipaasconnectors/115542/Salesforce-Connector

Salesforce Apex:
https://marketplace.laserfiche.com/ipaasconnectors/115550/Salesforce-Apex-Connector

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replied on February 29, 2024

Hey Sam,

Thanks for this information

Can you clarify the below information posted on the Salesforce IPaaS Webpage:

"This connector, enabled through our partners, provides a more extensive integration set than the native Laserfiche integration built in to Laserfiche Cloud. Connect with Laserfiche to learn more about our various options for integrating with Salesforce."

When it states "Laserfiche integration" this refers to WF Activities correct? 

Does the setup described on the IPaaS page allow for the Salesforce integration to be accessed from the "More Actions" in the Web Client?

If this is something I need to jump on a Pre-Sales call, let me know and I would be more then happy to do so.

Thanks,

Jeff Curtis

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replied on February 29, 2024

When it states "Laserfiche integration" this refers to WF Activities correct? 

Correct.

I'm not sure offhand if the iPaaS version is accessible from "More Actions" in the Web Client. I'd recommend reviewing the iPaaS connector docs linked below and if those don't answer your question, asking Presales. Do you have a customer/prospect who already has Boomi or MuleSoft?

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replied on March 4, 2024

Thanks for the update Sam

Current customer is not using either Boomi or MuleSoft.

I will look at the links you sent.

Jeff

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