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EFC Online – SalesForce Integration

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Roberto Preston | October 24, 2022

Actually, when working in the sales industry, knowing this integration is really convenient. Instead of having to sit down and re-list a series of lists of information, I now have the support of this tool words from letters

eFileCabinet Document Management Software | October 11, 2017

The EFCO/SalesForce integration allows you to view your EFCO drawers and files through the SalesForce website. Once set up, this tool will create drawers in an EFCO cabinet of your choosing that match your contacts in SalesForce. After the initial sync, it will update files in both locations, helping to streamline your SalesForce processes by providing the necessary supporting documentation from EFCO. CLICK here for more detailed instructions: http://support.efilecabinet.com/customer/en/portal/articles/1732319-efc-online-%E2%80%93-salesforce-integration

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