Hyland for Salesforce | Intelligent Content Management
Manage Hyland documents within Salesforce, including search, retrieval, import, and metadata mapping.
Hyland SoftwareFreemium
WalkMe Embedded
by WalkMe Inc.SalesforcePaid
Adds search, onboarding tasks, notifications, and chat-based information access to Salesforce Lightning.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
WalkMe Embedded integrates with Salesforce Lightning and provides in-app access to processes, help resources, and information. A central hub contains links to processes, onboarding tasks, and other in-app resources. Built-in enterprise search covers Salesforce and other enterprise applications, while ActionBot retrieves information through a natural-language chat interface. The add-in also provides onboarding task lists and customized messages for users.
Key capabilities
from the Salesforce AppExchange listingCentral resource hub
Provides links to business processes, help resources, onboarding tasks, and in-app resources.
Enterprise search
Provides a search interface for information in Salesforce and other enterprise applications.
ActionBot chat
Retrieves in-app information through a natural-language chat interface.
Employee onboarding
Provides a dedicated onboarding task list for new or trained users.
Targeted notifications
Sends customized messages and business updates to all users or selected users.
Who it's for
Revenue teams and employees using Salesforce Lightning.
How it compares
WalkMe Embedded combines in-app resources, onboarding tasks, user notifications, enterprise search, and a chat interface for retrieving information. Hyland for Salesforce focuses on viewing, searching, and retrieving documents from Salesforce records, importing content without switching applications, and surfacing contracts, invoices, and communications.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Hyland for Salesforce | Intelligent Content Management | Freemium | Cloud |
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«WalkMe Embedded integrates with Salesforce Lightning, to increase employee productivity by enabling employees to focus on the job at hand. Revenue teams can unlock tools and knowledge to simplify process completion, search, and access information within Salesforce Lightning, without having to leave the application …»