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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
RollUp Magic is a powerful tool that enhances Salesforce data management. It allows you to calculate rollup summaries using custom criteria. RollUp Magic, unlike standard Salesforce rollups, is not limited to Master/Detail relationship. It allows for the creation of rollup summary field even for objects that have lookup relationships. RollUp Magic allows you to overcome the limitations of standard rollup fields.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Integrations
Salesforce
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Pricing Details
$8 per month
Free Trial
Free Version
Pricing Details
$55 USD/company/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudvaz
Country
United States
Website
www.cloudvaz.com/docvaz.html
Vendor Details
Company Name
Ksolves India Limited
Founded
2012
Country
India
Website
www.ksolves.com/rollup-magic
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
