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Salesforce Connector

The Salesforce Connector is a powerful add-on that enables your team to seamlessly sync approved content directly from Vodori to Salesforce, including any CRM solutions built on the Salesforce.com platform.

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Seamless, compliant content delivery from Vodori to Salesforce

Working in a regulated, fast-paced environment, life science companies depend on technology to keep their most critical business processes connected. The Salesforce Connector is a turnkey solution developed with Vodori's validated API  that streamlines the delivery of compliant content to your team. Have absolute confidence in Vodori as the source of truth and expedite how content is shared with (and withdrawn from) sales and other field teams. Connectivity to your CRM simplifies this critical process so you can focus on optimizing commercial results. With the Salesforce Connector, you're able to:

instant access to approved material
Get materials into the hands of your field team as soon as they’re approved
download approved materials
Allow teams to access approved materials directly from Salesforce
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Ensure compliance by automatically withdrawing expired materials
Manage additional tags in Salesforce to optimize content findability
Leverage Salesforce functionality to optimize content findability and reporting insights

 

Turnkey implementation & dynamic customization

The Salesforce Connector is delivered as a Salesforce managed package which enables you to quickly start retrieving Vodori materials without writing any code. After completing the installation and configuration, approved materials are made available as Salesforce custom object records. As custom objects, you can then use your materials within Salesforce as you choose, providing the ability to: 

  • leverage your existing permissions to display relevant content to the appropriate users,
  • incorporate additional metadata about the content that's configured and displayed in Salesforce only,
  • create relationships between materials and Contacts, Leads, Accounts, and Opportunities, and
  • incorporate data into your existing Salesforce reports and derive new insights around content effectiveness.

Two powerful solutions

We offer two solutions to get approved Vodori content to your Salesforce CRM: the standalone Salesforce Connector, which combines the use of Vodori and Salesforce; and the Salesforce Connector with Vodori Portals, which enables the most compliant content delivery solution for your team.

Scroll to the right on the table below to see how the Salesforce Connector compares to the Salesforce Connector with Vodori Portals

Features

Salesforce Connector Salesforce Connector
with Vodori Portals
View list of approved Vodori documents in Salesforce
Download approved Vodori content in Salesforce
View Vodori metadata alongside content in Salesforce
Select Salesforce metadata to display alongside content in Salesforce
Associate content with Salesforce contacts, leads, accounts, and opportunities
Click from Salesforce to "view" content in Vodori Portals
Generate unique links in Vodori Portals to share content externally
Access valuable content usage metrics in Vodori Portals

Ready to learn more about the Salesforce Connector?

Book a consultation with our solutions team.