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