The EFCO/SalesForce integration allows you to view your EFCO drawers and files through the SalesForce website. Once set up, this tool will create drawers in an EFCO cabinet of your choosing that match your contacts in SalesForce. After the initial sync, it will update files in both locations, helping to streamline your SalesForce processes by providing the necessary supporting documentation from EFCO.
The integration app can be installed into your SalesForce account by clicking on the link below:
Setup and user instructions can be found in the attachment to this article.
Example of the EFCO/SalesForce Integration