Salesforce Document Management App
Document Handling In Salesforce is Simplified
A Salesforce App Exchange Product
Trusted by
Key Features
Optimize storage by syncing documents with External Systems
Keep files updated between Salesforce and External Platforms
Manage Big files smoothly in Salesforce
Control Files and Folders directly from Salesforce Records
Document Search Made Easier
Auto-share documents across related records in salesforce
Control the document tagging via configurable rules
Retro-tagging - Tag older documents to related records
Perform specific actions based on the type of document uploaded
Access Permissions: Control who can view and edit documents
Email Attachments from Gmail, Outlook Plugin
Access and upload attachments from email to salesforce
Sync documents received through Email to corresponding account, opportunity record and save them in external drive folders
Folder Hierarchy
Setup and sync folder hierarchy in salesforce and external drives
Setup custom folder structure for easy document storage
Keep your documents safe and accessible anywhere.
DocFynd syncs your document with any external Drives
Sync your Document With External Storage
External Storage Sync
Two-Way Sync
Large File Support
Easy Document Management
Why Choose DocFynd?
Simplifies document search and management
Enhances productivity by reducing search time
Ensures compliance and improves collaboration
Benefits of DocFynd
Boost Productivity
Spend less time searching, more time working
Share and work on documents easily
Keep documents secure and meet regulatory needs
Better Collaboration
Stay Compliant
Save Costs
Scalable
Fits business of any size, from small to enterprise
Reduce expenses with a centralized system
Why DocFynd?
Overcoming Common Document Challenges
in Salesforce
High storage costs for large volumes of documents
Limited Storage
Complex File Management
Difficulty in organizing and locating documents within salesforce
Lack Of Integration
Challenges in syncing documents with external storage solutions
Inefficient Collaboration
Limited tools for real time document collaboration
Inconsistent File Structures
Disorganized file management across multiple platforms
DocFynd addresses these issues with features designed for seamless integration, efficient storage, and enhanced collaboration, making document management easy and effective within salesforce
Contact Us
Have Questions? Contact Us at
TECHPARROT INNOVATIONS LLC
87465 Old Hwy Unit 218,
Islamorada, Florida 33036
United States
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