Integrate Salesforce CRM and the Softdocs Platform

Deploy the official Softdocs Salesforce Connector to integrate document access directly within Salesforce CRM records.

Softdocs Salesforce Integration
In the above example, a purchase order and a check copy are automatically shown within the Salesforce CRM record using the official Softdocs Salesforce Connector.

Easy Integration with the World's Leading CRM

The Softdocs Salesforce Connector allows organizations to integrate their Softdocs environment directly within Salesforce—enabling users to access, view, and upload documents to/from the Softdocs Platform without leaving the Salesforce UI. 

Enterprise CRM Meets
Enterprise Document Management

Designed for environments of all sizes, the Softdocs Platform offers native integration with Salesforce to eliminate toggling between systems, reducing duplicate records, and accelerating day-to-day operations across departments.

Works Across the Salesforce Ecosystem

The integration supports standard and education-specific Salesforce configurations:

  • Salesforce Sales Cloud and Service Cloud
  • Salesforce Education Cloud, including Person Accounts
  • Education Data Architecture (EDA)

Whether you’re supporting admissions, advancement, student services, or internal departments like HR or procurement, the connector ensures that documentation is always one click away.

Upload Directly From Salesforce

The connector isn’t just about visibility — it supports full interaction. Authorized users can upload documents directly from Salesforce into the Softdocs repository, instantly associating them with the correct contact, account, or constituent record.

  • Documents automatically follow organizational filing and indexing rules
  • Uploads are securely stored and audit-tracked within the Softdocs environment
  • Enhances record-keeping compliance without additional user training

Streamlined Document Access

With the integration enabled, users can view all Softdocs documents associated with a Salesforce record — such as a student, contact, account, or any other record type — through an embedded viewer, directly inside Salesforce. This tight integration ensures:

Documents are retrieved through a secure, record-matching process that aligns identifiers between Salesforce and the Softdocs Platform.

Secure and Compliant

The Softdocs Salesforce Connector was developed with public sector-grade security in mind:

Learn More

Press Release
Softdocs Unveils Salesforce Integration to Enhance Document Management Solutions for the Public Sector

Softdocs, the leading provider of document management and process automation for education and government, proudly announces its latest integration with Salesforce, the world’s leading customer relationship management (CRM) system.

Salesforce
Case Study
Rasmussen University Provides Campus-Wide Access to Millions of Critical Documents

Rasmussen University is a pioneer in career-focused education for more than 120 years. Initially relying on a legacy system for document management, Rasmussen’s need for a faster, more modern solution was paramount. With eight schools spread across 23 campuses, physical and online, Rasmussen made the switch to Softdocs and has successfully migrated more than 4.2 million images that are instantly available to staff, speeding daily processes and improving student service.

Higher Education Anthology Registrar Office Student Services Salesforce
Webinar
How UMass Global Replaced 3 Legacy Applications with a Single Solution for Forms, Content Management, and eSignatures

This targeted case study dives into why UMass Global chose Softdocs, how they implemented the platform, and the transformative results they achieved by replacing three legacy systems. Join UMass Global as they share a syllabus for streamlining operations, finding new cost savings, and regaining team productivity. Don’t miss this webinar.

Higher Education

See the Salesforce Connector in Action

Integrate document access directly within Salesforce to streamline workflows, eliminate system switching, and improve support across departments and constituents.

Book a demo today!