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Why DocFynd is a Game-Changer
for Salesforce Users
To Overcoming Common Document Challenges
Limited Storage, Complex File Management, Lack Of Integration, Inefficient Collaboration, Inconsistent File Structures.
How It Works?
Connect
Seamlessly integrate your external storage accounts with Salesforce in just a few clicks.
Sync
Automatically sync files and folders across Salesforce and your external storage, ensuring real-time updates.
Find, retrieve, and manage files directly within Salesforce, using intelligent search tools.
Streamline your workflows with automated tasks like approvals and notifications.
Search & Access
Automate
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
Explore DocFynd's Features
External Storage Integration
Real-Time Sync
Advanced Search
Connect Salesforce with popular storage platforms like Google Drive, Dropbox, OneDrive, AWS S3, and SharePoint. Access and manage your files without leaving Salesforce.
Keep your documents updated with automatic two-way synchronization between Salesforce and your external storage.
Quickly locate documents using intelligent search capabilities, whether they’re stored in Salesforce or external drives.
Workflow Automation
Streamline your processes with Salesforce Flows and Process Builder, automating file uploads, approvals, and sharing.
Multi-Format & Large
File Support
Highly customizable
Easy & seamless customization, lets you easily adapt the app to match your document management preferences and business requirements.
Handle various file types, including PDFs, Word documents, spreadsheets, and multimedia, directly within Salesforce.
Sales Teams
Access contracts and proposals stored on Google Drive or Dropbox directly from Salesforce Opportunities.
Service Teams
Retrieve case files from SharePoint or AWS S3 to provide instant, personalized support.
Admins
Easily set up and manage
external storage integrations without complex configurations
Customer Testimonials
Get Started With DocFynd Today
Don’t let your documents slow you down. Bring the best of external storage and Salesforce together with DocFynd.
Free Trial: Try DocFynd on the Salesforce AppExchange for 14 days.
Book a Demo: See DocFynd in action with a personalized walkthrough.
Have Questions? Contact Us at
+1 (347)-618-0055
TECHPARROT INNOVATIONS LLC
87465 Old Hwy Unit 218,
Islamorada, Florida 33036
United States
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