Salesforce is used across higher education for CRM, enrollment management, and student success.
The Softdocs connector is available on the Salesforce AppExchange and supports Sales Cloud, Service Cloud, Education Cloud, and EDA environments. Users can view documents associated with Salesforce records directly within the CRM, upload files into Softdocs from Salesforce, and preview documents through the embedded Softdocs viewer — without leaving the Salesforce interface. API-based integration supports deeper use cases including form prepopulation from Salesforce record data.
Case Studies Related to Salesforce
How UMass Global Replaced 3 Legacy Applications with a Single Solution
UMass Global replaced legacy DMS, e-forms, and e-signatures apps with Etrieve from Softdocs while integrating to Salesforce, Workday, and Ellucian Banner.
Rasmussen University Provides Campus-Wide Access to Millions of Critical Documents
With 8 schools in 23 campuses, Rasmussen switched to Softdocs, migrating 4.2 million images, speeding daily processes and improving student service.
Dive Into Salesforce
Deploy the official Softdocs Salesforce Connector to integrate document access directly within Salesforce CRM records.