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