Cloud Doccu Manager
The intelligent solution for Salesforce document management

Cloud Doccu Manager
The intelligent solution for Salesforce document management

Salesforce is a popular CRM platform providing an extensive array of functionalities to handle customer interactions effectively. While Salesforce offers a great storage solution for Salesforce customers, this solution offers an alternative option to customers. They can search and access documents from Salesforce or through their favorite storage data explorer (e.g., AWS Quicksight) while saving costs.

AWS S3 is a cost-effective and secure cloud storage solution. Integrating Salesforce with AWS S3 allows users to store their documents permanently and cost-effectively.

People Tech’s AWS-Salesforce File Management – Cloud Doccu Manager empowers users to optimize Salesforce file storage space by integrating with third-party cloud Amazon S3 and leveraging advanced machine learning intelligent search with Amazon Kendra.

This enables seamless collaboration, accessibility, and efficient transfer of large volumes of files to S3 storage while keeping costs in check, as S3 storage is nearly 97% cheaper than Salesforce storage.

The intelligent approach eliminates challenges like high storage costs, restricted file accessibility, and inefficient document management within Salesforce, while Kendra’s exceptional machine learning-powered search enhances employee productivity effectively.


Quick and Easy Setup - Cloud Doccu Manager

The setup process is quick and easy and can be accomplished with minimal steps. Once the setup is complete, you can start uploading, renaming, previewing, downloading, deleting, and searching files.
  • Install People Tech’s AWS-Salesforce file management from AppExchange.
  • Set up the components for desired objects.
  • Integrate and configure S3 storage and Kendra.
  • Upload, rename, preview, download, delete, and search files.

Features of Cloud Doccu Manager - Agent Upload Component

Experience seamless file uploads with Cloud Doccu Manager's End Customer Upload

Agent Retrieval Component: The Smart Search Tool That Will Boost Your Productivity

  • Kendra Search uses artificial intelligence to understand your queries and provide the most relevant results.
  • You can ask questions in natural language, and Kendra Search will understand what you’re looking for.
  • Kendra Search also learns from your past queries, so it can get better at understanding your needs over time.
  • Kendra Search can provide you with the information you need without you having to download any files.
  • This means you can get the information you need quickly and easily without having to clutter up your computer with unnecessary files.
  • Kendra Search can help you save time and improve your productivity by making finding the information you need easy.
  • This can free up your time so you can focus on more critical tasks.
  • Kendra Search can search a variety of documents, including text, HTML files, MS Word files, MS PowerPoint, FAQ, and PDF files. 
  • This means you can find the information you need, no matter what format it’s in.
Optimize your Salesforce file storage with People Tech’s Cloud Doccu Manager. Save up to 97% on storage costs. Eliminate file accessibility and management challenges. Improve employee productivity with Kendra’s intelligent search. For more information, reach out to our expert, Adrian Wilson, at Adrian would gladly arrange a consultation to explore customizing our services according to your specific requirements.
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