How to Integrate Salesforce with Alfresco for Better Enterprise Content Management
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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.
Transcript of How to Integrate Salesforce with Alfresco for Better Enterprise Content Management
[email protected] Toll Free : +1-877-284-1028
How to Integrate Salesforce and Alfresco
Every business looking to take its next step heavily hinges upon two things
Customer management
Document management
[email protected] Toll Free : +1-877-284-1028
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
[email protected] Toll Free : +1-877-284-1028
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:
[email protected] Toll Free : +1-877-284-1028
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
[email protected] Toll Free : +1-877-284-1028
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!
[email protected] Toll Free : +1-877-284-1028
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
[email protected] Toll Free : +1-877-284-1028
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.
[email protected] Toll Free : +1-877-284-1028
Salesforce Alfresco integration using RESTful API
Integrating salesforce with Alfresco utilizes RESTFul APIs, both from Salesforce and Alfresco.
[email protected] Toll Free : +1-877-284-1028
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.
[email protected] Toll Free : +1-877-284-1028
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.
[email protected] Toll Free : +1-877-284-1028
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
[email protected] Toll Free : +1-877-284-1028
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.
[email protected] Toll Free : +1-877-284-1028
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.
[email protected] Toll Free : +1-877-284-1028
THANK YOU
Learn about how Algoworks can help your business!
Call us at : +1-877-284-1028
Mail us at : [email protected], [email protected]
Blog Link : http://www.algoworks.com/blog/salesforce-alfresco-integration/
Salesforce Services http://www.algoworks.com/salesforce/
Alfresco Services http://www.algoworks.com/ecm/alfresco-development/
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