Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.
Description
Si-Fi serves as a robust and user-friendly Business Rules Management System (BRMS) that empowers business professionals to craft intricate rule frameworks and process workflows without any coding involvement. Users can select from a diverse array of actions, including creating, displaying, or selecting a Salesforce record, making logical decisions through Si-Fi Expressions, sending out emails, or posting updates on Chatter. These various actions can be seamlessly connected using a simple drag-and-drop interface, enhancing usability. Furthermore, Si-Fi enables processes to engage with all standard Salesforce objects, custom objects, and external data through web services. With the drag, drop, and connect functionality, users can assemble dynamic components to formulate effective business operations. Si-Fi acts as a complementary tool to Salesforce Flow and Visual Workflow, specifically tailored to support businesses with intensive process needs in their pursuit of excellence. In today's customer-centric world, having the capability to implement adaptable, quantifiable, and manageable processes has become essential for success. Additionally, the platform's intuitive design ensures that even those with minimal technical skills can effectively utilize its capabilities.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Amazon S3
Yes
Amazon Web Services (AWS)
Yes
Box
Yes
Chatter
No
Dropbox
Yes
Google Drive
Yes
Microsoft OneDrive
Yes
Integrations
Salesforce
Yes
Amazon S3
No
Amazon Web Services (AWS)
No
Box
No
Chatter
Yes
Dropbox
No
Google Drive
No
Microsoft OneDrive
No
Pricing Details
$8 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cloudvaz
Country
United States
Website
www.cloudvaz.com/docvaz.html
Vendor Details
Company Name
ORIAC Solutions
Founded
2006
Country
United Kingdom
Website
oriacsolutions.com/products/salesforce-si-fi-app/
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No