M Files for Salesforce seamlessly integrates M-Files content services directly within the familiar Salesforce user interface, providing easy access to out-of-the-box document management, compliance and governance features via the user interface where Salesforce users spend most of their time throughout the day.
M-Files for Salesforce brings a full set of purpose-built, AI-powered information management capabilities to Salesforce, including cloud and on-premises content repositories, version history, security, collaboration, workflows, eSignatures, compliance support and more.
It also eliminates the need to migrate any data by providing direct access to a broad set of external repositories and other line of business applications, such as on-premises file shares, OneDrive for Business, SharePoint, Dropbox, Google Drive, Box, legacy ECM systems, such as OpenText, and ERP applications, like NetSuite and SAP.
M-Files for Salesforce employs AI to automatically extract information insights and important relationships to establish context, such as the customer relationship, so documents and other important data automatically and dynamically ‘show up’ where and when they’re needed. Modern AI-powered features, including auto tagging and auto classification, create deep insights into the meaning, value and sensitivity of information. This increases productivity while also guiding users and automating processes to maintain governance and compliance, which dramatically increases the value of any Salesforce deployment.