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Next® for Salesforce gets document capture client for easy integration
Next® for Salesforce comes as a plug and play Lightning component, that allows users of Salesforce to seamlessly add, find, view, and edit documents from within their Salesforce environment.
Seamless access to your documents inside Salesforce
Next® comes with a complete REST API for those who need to add documents to Next® programmatically from their Salesforce solutions. To make this integration even easier, we now include a dedicated Salesforce document capture client.
The Salesforce document capture client saves integrators tons of time encoding data, and mapping meta data
For the techies
The document capture client is implemented using standard Salesforce components. It allows you to archive documents asynchronously while retaining the original user identification.
APEX API
Add documents asynchronous
The document capture client is an apex API for registering a Salesforce content version plus metadata to a monitored queue that will be archived asynchronous.
Documents will be archived using the user identity provided.
Document capture service
The service monitoring the queue can either be registered manually or by code.
Document Capture Queue
Entries registered in the queue will be born with status ‘Ready’.
Future enhancements
In a future release, we will enhance the Document capture for Salesforce to retrieve the actual document content using Salesforce APIs. This way we eliminate the 6-10 Mb size limit imposed on Salesforce custom code.
Commercial terms and conditions
This new feature is available at no additional cost, to users with Next® Enterprise archive for Salesforce and an active service plan. Any consultancy assistance will be invoiced.
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® for Salesforce gets document capture client for easy integration
Type:
New feature
Status:
Released
Release time:
July 2022
Affected products:
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® Invoices
Next® Mailroom
Audience:
Next® users
Classification:
Public
Responsible product manager:
Kim Hellum
Updated:
29.06.2022
By:
Kim Hellum