Why Octiv & Salesforce Files

The Octiv integration with Salesforce Files gives Octiv users the power to easily share, access and manage files within the Octiv platform. Octiv allows you to create a professionally branded document, redline it, share it and send it for eSignature. Once a document is signed, Octiv automatically saves it to the correct Salesforce Library for secure storage and sharing. This powerful solution allows customers to leverage the power of Salesforce without having to leave the Octiv interface.

Key Capabilities

  • Use Salesforce’s search to find the files you need, right from within Octiv.

  • Build Octiv documents with files stored in Salesforce.

  • Automatically update the latest file in your Octiv document template if you upload a new version in Salesforce.

  • Send copies of signed agreements to all parties and to specific Libraries in Salesforce.

About Salesforce Files

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. Salesforce is the fastest growing top 10 software company in the world and has been ranked as one of the world’s most innovative companies by Forbes for five years in a row. Salesforce empowers companies to run their business from their phones, create one-to-one customer journeys and make smarter, more predictive decisions from anywhere in real-time.

For more information about Salesforce Files, please visit their website.