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Next® Enterprise archive for Salesforce™
New functionality for customers using Salesforce together with Next® Enterprise archive.
The Next® Enterprise archive for Salesforce makes it easy to include in Next® content in the Salesforce experience, and to push content created or captured in Salesforce into the Enterprise Archive.
The end user gets a completely seamless experience.
Documents from Next® Enterprise archive are seamlessly available inside Salesforce
Next® tutorial : How to ....
2 minutes demo showing how you access documents i Next® Enterprise inside Salesforce
Enterprise single sign on
Next® Enterprise archive for Salesforce supports OAuth, and allows you to access and add documents using your Salesforce credentials. True seamless integration.
No one in their right mind would store 25 million documents in Salesforce, and keep them there for decades.
Still, anyone would love to have seamless access to them from inside Salesforce
An integrated part of your IT landscape
Especially in the insurance industry we see an increasing number of companies implementing Salesforce for customer engagement. Salesforce is typically implemented on top of the Policy Administration Systems, with Next® Enterprise supporting both.
Salesforce typically serves several systems. Next® Enterprise archive is the same. Both eliminating organizational silos.
For the techies
The Next® Enterprise Archive connector supports any combination of documents originating in Next® and Salesforce.
Enterprise Single Sign on
With Next® Enterprise Single Sign on in place you can achieve a seamless and secure user experience no matter if you use Salesforce or Azure AD as your identity provider.
Next® comes with a new configurable Lightning component, that allows you to connect Next® Enterprise Archive to any component in Salesforce.
Account
Contact
Claim
You configure each instance of Next® so that it only shows the list of documents that are relevant in this exact context.
The Next® document viewer, presents even complex documents such as emails with embedded and attached files.
Next® Single Sign On supports OAuth and is tested to work with both Salesforce and Microsoft Azure AD as Identity Provider.
Future enhancements
What we are releasing with the Next® December'21 release is a technology preview. This means that while we have secure and fully operational functionality, we do not yet have production quality code and deliveries.
We have developed this initial release of Next® for Salesforce together with Salesforce specialists Ceili Oy from Finland. We expect the first real-life use cases to reveal several new requirements.
On our current wish list is:
- Even easier and more flexible mapping of data between Salesforce an Next®.
- Support for uploading a local document directly to Next® from the Salesforce UI without the need to store it in Salesforce.
- Standard support for distributing documents from Next® Mailroom into Salesforce (Scenario #5 and #6 in the above illustration)
On the strategic horizon is:
- Support for additional Next® components - for example Next® Processes.
- A native Salesforce Lightning component viewer
Commercial terms and conditions
This new optional feature is available as an extension - Next® connector for Salesforcetm - with a separate subscription fee .
Next® Enterprise Single Sign on comes with a separate license fee.
Any consultancy assistance needed for implementation will be invoiced separately,
If you do not have the necessary Salesforce resources, we have teamed up with Finland based Ceili.com
Disclaimer
Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.
Details
Title:
Next® Enterprise archive for Salesforce™
Type:
New feature
Status:
In planning
Release time:
December 2021
Affected products:
Next® Enterprise Archive
Audience:
Admin
Architect
End user
Specialist
Classification:
Public
Responsible product manager:
Kim Hellum
Updated:
15.12.2021
By:
Kim Hellum