Salesforce CRM Integration

ActiveDocs Opus provides seamless integration with Salesforce.

ActiveDocs Opus Integration allows the complete document creation scenario to be performed within Salesforce.com. With simple Salesforce.com setup, a user can click a button to create a document - for example, a sales proposal - using the ActiveDocs Opus document creation wizard. The document is created, the data is pulled into the document, then it is passed seamlessly back to Salesforce.com. More than simply merging data into a document, the template can contain business logic controlling the required content. Got a customer from California? The correct clause can be included dynamically. ActiveDocs Opus users can set up and produce a variety of documents using the same Salesforce.com record and web service without further IT involvement.

ActiveDocs Opus Integration allows document creation from Salesforce and document storage into Salesforce in any combination. An end-to-end solution utilises three simple steps shown in the Sales Proposal example below:

  • Start Document Creation from within Salesforce
  • The ActiveDocs Opus Document Wizard retrieves and displays the required information from Salesforce with optional editing, and allows the user to enter any other required information
  • The completed document is passed to and stored in Salesforce and the user is returned to the Salesforce window
 
Step 1

Start Document Creation from within Salesforce

To invoke Document Creation, the user clicks the Create Proposal custom button.

 
Step 2

ActiveDocs Opus Document Wizard

Document Wizard

The images show a selection of Document Wizard forms generated automatically from the ActiveDocs Opus Template.

Document Wizard steps showing Opportunity Details and Account Details

Data Integration

ActiveDocs Opus' smart Data View technology enables Opus users to connect directly to data sources or create custom web services that take advantage of standard web services provided by other systems, such as Salesforce.com, to pull data and insert it into required documents like contracts, agreements and sales proposals. This also means multiple data sources, both internal and external to the company, can be used for a single document. Data that you have already captured in Salesforce - like Accounts, Opportunities, and Contracts - are made available to automatically populate your documents with the right details. Opus can perform powerful validation and cross-checking to ensure that your business rules are followed to the letter.

Drafting, Approval, and Finalization

The powerful workflow features of ActiveDocs Opus allow documents to be drafted, approved, and finalized under precise control and according to your business rules. ActiveDocs Opus Workflow is highly flexible and can work dynamically with document data and metadata to adapt to each and every document. By example: some combinations of users, discount levels, and total proposal values might mean that different approvers and approver pathways may be required, and different document formats might be appropriate. ActiveDocs Opus Workflow gives you that flexibility, and it really is capable of handling every document in a different way if your business processes require it.

Reporting

Every item of information that you use to build a document, and metadata like user, site, date, and time, can be saved and used in Opus' powerful and customizable reporting engine, giving sales managers unparalleled breadth and depth of oversight in real-time.

 
Step 3

Return automatically to Salesforce

The user is returned to the Salesforce window, where the newly created Sales Proposal is listed with the Notes and Attachments.

Note: Generated documents can also be stored to repositories that are external to Salesforce.com. For example, the generated documents can be saved into a SharePoint Document Library, a document management system, a file system or delivered by one of the many delivery channels supported by ActiveDocs Opus.

 
Key Points

With ActiveDocs Opus and Salesforce

  • The ActiveDocs 'right template, right now' philosophy and seamless integration mean that document creation is discreetly, and discretely, controlled to virtually eliminate document risks
  • Salesforce users can rapidly and accurately create and store complete and properly-formatted documents
  • Seamless integration gives users a smooth workflow with an easy transition between Salesforce and ActiveDocs Opus

 
 

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