The SEAL Content Library Connector for Salesforce is designed to enhance Salesforce functionality by integrating robust content management capabilities. This connector allows for seamless content offloading from Salesforce to an external content repository, radically reducing the cost with Salesforce storage, ensuring efficient unstructured content management, improved collaboration, and compliance with legal requirements. By leveraging SEAL, businesses can optimize their Salesforce environments, reduce costs, and enhance productivity.

Cost Reduction

• Lower Storage Costs: Reduce Salesforce subscription costs by offloading content to an external content repository (SEAL).
• Reduced Total Cost of Ownership (TCO): Achieve a 20% to 40% reduction in TCO through efficient content management and deduplication.

Streamlined Unstructured Content Management

• Content Offloading: Offload unstructured content from Salesforce to SEAL’s external content repository, reducing storage costs and improving Salesforce performance.
• Metadata Enrichment: Maintain and enhance metadata accessibility within Salesforce by integrating metadata created in Salesforce with advanced AI/ML-enriched metadata generated in SEAL. In SEAL interface, leverage SEAL’s metadata-driven capabilities, including smart perspectives, smart folders, and metadata-based rules, to boost metadata usage, allowing users to search and manage content effortlessly and more effectively.
• Efficient Active Archiving: SEAL archives old salesforce data and offloads documents to an external content repository, keeping Salesforce instance manageable and improving backup and recovery. Despite being archived externally, this data remains easily accessible for both Salesforce and non-Salesforce users.

Enhanced Salesforce User Experience and Collaboration

• Seamless Integration: Integrate SEAL with Salesforce using native technologies (Visualforce, Apex) and minimal configuration, keeping Salesforce users within their familiar interface.
• Access for Non-Salesforce Users: SEAL allows non-Salesforce users to access valuable business content created in Salesforce (and other enterprise applications), fostering better collaboration and data utilization across departments.
• Unified Collaboration: Enable both Salesforce and non-Salesforce users to access and collaborate on documents (created in Salesforce or outside Salesforce), fostering better teamwork and productivity.
• Advanced Document Management and Automation: Utilize SEAL’s low-code document automation features to streamline document-centric processes, reducing manual efforts and errors.

Improved Compliance and Governance

• Information Governance: Move content to SEAL’s regulated environment, ensuring compliance with GDPR and other regulatory standards.
• Unified Repository: Consolidate all documents into a single repository, providing a single source of truth and enhancing data governance.
• Compliance, Audit Trails and Security: retention and legal holds policies, e-Discovery features, legal full auditing, ensuring secure and compliant content management.

SEAL provides a secure and scalable external content repository for Salesforce (and other line of business applications such as SAP, Microsoft, Oracle, etc.) with a powerful but simple user interface for both Salesforce and non-Salesforce users.

SEAL Content Library Connector for Salesforce includes a Salesforce canvas application, embeddable in any record type that supports layouts (for example, Accounts, Cases and Opportunities). Users accessing Salesforce interface have a dedicated tab (SEAL), allowing them to browse perspectives and see content from SEAL repository. Users can link an existing SEAL document to a Salesforce record, directly from Salesforce interface.

The SEAL Content Library Connector for Salesforce is an essential tool for business, sales and finance looking to enhance their Salesforce environment. By providing a secure, scalable, and efficient content management, automation and active archiving solution, SEAL helps businesses reduce costs, improve performance, and maintain compliance, while enabling better access and utilization of business content.

SEAL Content Library Connector for Salesforce leverages Salesforce standard technologies (Visualforce, Apex) and the SEAL API. The integration uses JWT authentication, ensuring secure and seamless interaction between Salesforce and SEAL. This architecture supports advanced records management features and minimal configuration, making the setup process straightforward and efficient.

1. External Content Repository: Offload and store Salesforce documents in SEAL’s centralized content repository directly from Salesforce records (Account, Opportunity, etc.), to radically reduce the cost with Salesforce storage and ensuring compliance with legal requirements.
2. Metadata Enrichment: Enrich metadata in SEAL and display it within the Salesforce context to better support line of business functions (sales, marketing, etc.).
3. Optimized Content Access for Salesforce users: Access documents and metadata stored in SEAL through the Salesforce interface.
4. Enable non-Salesforce users to access, view and share documents from the content-optimized interface provided by SEAL, ensuring efficient unstructured content management and improved collaboration.
5. Compliance and Governance: Apply retention policies, control disposal, and ensure regulatory compliance with SEAL’s information governance capabilities.

Support Salesforce Optimization (Cost and Functionalities)

• Reduce Costs and Storage Footprint: Optimize storage and reduce costs by offloading content to external content repository (SEAL).
• Improve Performance: Enhance Salesforce performance by managing content externally.
• Reduce Total Cost of Ownership (TCO): Achieve a 20% to 40% reduction in TCO through storage optimization, efficient content management and deduplication.

Enhance User Experience and Boost Productivity

• Seamless Access and Collaboration: Provide easy access to documents for both Salesforce and non-Salesforce users, improving collaboration.
• Familiar, but Improved Interface for the Salesforce users: Keep users within their familiar Salesforce environment, enhancing user experience and adoption.
• Decrease IT Burden: Improve backup and recovery times.

Ensure Compliance and Security

• Unified Governance and Regulatory Compliance: Implement a unified information governance strategy, ensuring compliance with legal requirements, advanced records management and data protection (including GDPR-related) functions for the Salesforce content
• Secure and Auditable: Maintain secure access and full auditing capabilities, protecting sensitive information.
• Archive Archiving: Benefit the IT team by archiving Salesforce data and documents, reducing storage and backup complexities. Simultaneously, ensure that archived data and documents remain accessible for business users, allowing seamless access to necessary information without compromising performance or compliance.