Docurated seamlessly integrates with your Salesforce content. It only takes a few simple steps to configure and begin exploring your Salesforce content inside of Docurated.

In order to enable Salesforce sync in Docurated, follow the steps below:

  1. Click Add Content on the left side of the screen.
  2. Click on the Salesforce link to enable and configure Salesforce sync.
  3. Salesforce may ask for your Salesforce credentials in order to log in. Enter your Salesforce credentials to link your account to Docurated.
  4. Select file types to sync.
  5. Click the Save button to intiate the sync.
  6. It can take several minutes for initial scan to complete, after which you will start seeing your Salesforce files appear in Docurated.