Why add a Javascript Document Editor to Salesforce?

Summary: By simplifying document handling within Salesforce, this integration not only enhances productivity but also supports digital transformation efforts by centralizing and streamlining business processes. It’s aimed at Salesforce admins, developers, and IT managers, presenting the integration as an opportunity to improve workflows, reduce dependency on third-party tools, and contribute to a more agile, digital-first organization.

Salesforce is a leading CRM platform widely used by businesses to manage customer relationships in sales and marketing, as well as many other sales and marketing tasks. Many of these critical sales and marketing tasks center on key documents, such as invoices, proposals, and contracts, as well as questionnaires and forms. Document management is a central aspect of the job Salesforce performs in many organizations, but the platform lacks an effective built-in document editor, so users are forced to bring documents in and out of salesforce using other tools such as Office 365 to edit, view, and share documents.

In this blog, we’ll take a look at the benefits of integrating a Javascript document editor into Salesforce directly, making document-related workflows more efficient, reliable and secure.

For Salesforce administrators, developers and IT managers, this can be an ideal project to boost workflow efficiency and find new ways to improve your business processes. When team members ask, “does Salesforce have document management?” the Apryse WebViewer Lightning Web Component provides an answer.

While Salesforce is an essential tool for managing customer relationships, these relationships are largely mediated by documents: For example, in a sales process, a customer may share evaluation criteria with your sales representative, and this document must be shared with stakeholders on the opportunity to maintain communication and synergy across teams such as finance, sales, and legal. At another phase of the process, a proposal draft may need to be shared across the internal team for review, revisions and approvals, before having the final version submitted to the client.

For most organizations, documents are handled in Salesforce by manually editing documents online and uploading them to the platform. As you can see above, this very typical sales process is chock full of potential opportunities for documents to be lost, incorrect versions to be accessed, edits to be miscommunicated, and deadlines to be missed.

According to the Salesforce documentation, for example, attempting to view and edit documents in Salesforce opens the document in an external program determined by filetype, or downloads the file.

That’s why many Salesforce administrators, Sales and Marketing Leaders and IT directors begin the project of finding a new robust document management solution that integrates directly with Salesforce to allow documents to be viewed and edited directly within the platform, and to answer the question, How do I edit an PDF in Salesforce?Discuss the growing need for a robust document management system that allows users to create, edit, and collaborate on documents directly within Salesforce.

WebViewer is a Javascript Document SDK, whihc provides rich document editing features in web applications. Because the SDK is compatible with all major web browsers and operates client-side, it reduces IT demands and scales with the number of employees using Salesforce in your organization.

WebViewer delivers the highest quality rendering, conversion, and document manipulation capabilities through a single, customizable component. In addition to PDFs, it supports Microsoft Office, CAD, images, videos and web formats. The flexibility and usability of WebViewer make it an ideal choice for providing document processing functionality to your Salesforce instance.

Check out our guide to getting started with WebViewer in Salesforce

WebViewer is:

In addition, the SDK provides all the advanced document processing features you need in sales workflows, including:

With WebViewer in Salesforce, document processing tasks are streamlined. Instead of having multiple windows and apps open to complete a single task, users can quickly view and manipulate documents directly in the platform. Benefits include:

Some ways WebViewer can provide improvements for your Salesforce processes include:

If you’re ready to begin using the SDK in Salesforce, visit this page to learn more. You can also visit our documentation guide explaining the process of completing the integration.