Overview
Salesforce’s document management system is secure and feature-laden. Despite being primarily a CRM, Salesforce does offer certain options to its users to store, manage, and access documents.
The solution to all these drawbacks is cloud-based external document storage systems. They are feature-rich in addressing the specific pain points of Salesforce users when it comes to document management. All you need to do is integrate these third-party document management apps with your Salesforce org.
This guide explores the importance of having a document management system in Salesforce and how enterprises can overcome the challenge of not having built-in document management capabilities within Salesforce.
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