AI solutions for Salesforce!

Salesforce Agents meet d.velop pilot //

AI solutions for Salesforce

Numerous company-relevant documents contain unstructured but crucial information that has hardly been usable to date. By combining Salesforce Agents and the d.velop pilot, we have developed an initial prototype that enables the automated extraction of relevant data from contract documents in d.velop documents. This makes valuable information usable in Salesforce.

Are you interested in this AI use case or other innovative applications in the field of artificial intelligence & document management and would you like to actively help shape the software with your requirements?

Please fill out the following form:

Contact person //

Dennis Reese

Product Manager, d.velop AG

As Product Manager at d.velop AG, Dennis Reese is responsible for the development of all products and solutions in and around Salesforce. He knows the pain and needs of Salesforce users like no other. With this knowledge, he not only coordinates the entire development team, but also uses his many years of experience to support customers and partners in the introduction and use of products such as d.velop documents for salesforce and d.velop tender management for salesforce.

FAQ

Find answers to frequently asked questions here.

What does Salesforce DMS mean?

DMS is the abbreviation for document management system. DMS software is a solution that enables the automated and holistic management of documents and information. A DMS runs on a database and enables a high level of cross-application accessibility and secure archiving of documents within an organisation that is connected to Salesforce.

Why connect a DMS to Salesforce?

The most important reasons for introducing a DMS in a company include legally compliant electronic archiving in accordance with GoBD and GDPR. In addition, electronic documents can be found in seconds, home office and collaborative working are made possible and, last but not least, costs are saved (Salesforce storage costs, retrievability of information, paper, printers, throughput times, etc.).

Salesforce Agents meet d.velop pilot //