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Force.com Discussion Boards :
Salesforce User Discussions :
Best Practices Discussion :
Re: Third-party Survey
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Re: Third-party Survey
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mmurdock
Regular Contributor
Posts: 36

Message 2 of 2

Viewed 2,642 times
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NetDocuments is possible solution, and is found on the appExchange. It is a fully functional document management service that allows instant and effortless retrieval of data via S-controls. These S-controls appear as embedded views in the Salesforce interface. The only thing that will appear in the window is relative data, based off of a background search done each time you click a specific record.
It sounds more complicated than it really is. In fact, log out of any Salesforce browsers and open a new one. Log in with my demo account credentials and take a look at some individual records for accounts, contacts, etc. This same concept can easily be replicated for Leads, or any other tab in Salesforce.
password: demouser3
Regards,
Marriott
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05-30-2007 03:33 PM
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