CLIVE REview

Salesforce Org is an equivalent of what OnBase Term?

• OnBase Instance

• WorkView

• Workflow

• Hyland API Server

True or False: In Salesforce Terms,Records are within a table. Think the WorkView Term Object.

• True

• False

Select All That Apply: What's New in EP5 Integration for Salesforce?

• Workflow

• Mobile

• Additional Keyword Mappings for Mobile

• WorkView 

True or False: Hyland offers the Salesforce Integration for its four primary content services platforms.

• True

• False

Select All That Apply: What three basic features can you access from within a salesforce record?

• Import

• Access

• Configuration 

When accessing embedded content within a Salesforce Record, how are we retrieving that content?

• Custom Query

• Cross-References

• OnBase Folders

Which statement is NOT a benefit of the Salesforce Integration?

• Access to related documents stored in OnBase.

• Flexible Administration

• Complicated Administration

• Eliminates Information Silos

Select All that Apply: What OnBase Requirements are needed for the Salesforce Integration?

• Hyland API Server

• Hyland IDP

• Hyland IAM Configuration Application

• OnBase EP2+