Document and business processes seamlessly integrated into Salesforce
Benefit from d.velop ECM technologies in your familiar Salesforce interface.

Collaborate on documents beyond Salesforce
Save time and money through collaboration and reduced storage costs
Invoice recognition and document storage for Salesforce ERP
Digital signatures directly integrated in Salesforce


Many companies rely on Salesforce for core business processes. CRM, ERP, Service all on one platform. However, the creation and management of the associated documents often take place in a decentralized IT landscape.

That is why d.velop integrates ECM solutions such as d.velop documents and d.velop sign quickly and easily into your Salesforce. It doesn’t matter whether you use d.velop products from the cloud or on-premises: With our proven integrations, you experience all the benefits directly in the Salesforce application. And thanks to the seamless integration, without even noticing it!

Document management integrated into Salesforce

Regardless of which industry you are in, and regardless of which Salesforce Cloud (Sales, Service or Community) you use: The integration of d.velop products into your Salesforce CRM is possible from anywhere and within a very short time. What does this look like in concrete terms?

Save storage costs, accelerate document and business processes and work more efficiently on the platform: These are just some of the many advantages of a fully integrated document management system in Salesforce. Find out what advantages integrated document management has in store for you.

Invoice recognition and document storage for Salesforce ERP

Scan, recognize and match your invoices against open purchase orders in your Salesforce ERP solution. Store your contracts, customer invoices and shipping documents directly in d.velop Document Management. With d.velop you can now work paperless on the salesforce platform

Digital signature integrated into Salesforce

Sign documents and contracts in Salesforce within seconds? No longer a challenge thanks to d.velop sign – the product for a fast and secure digital signature. Because documents of any kind can be signed directly in the Salesforce application thanks to the interface. This not only saves time, but above all money and nerves.

SharePoint DMS integrated into Salesforce

Open context-related SharePoint documents directly in Salesforce and save new documents from Salesforce fully automatically in d.velop Document Management for Microsoft office, the outlook plugin connects your incoming documentstream directly into your DMS. The user no longer has to leave the familiar Salesforce interface. This way, another component of your IT landscape can be easily integrated into Salesforce.


Advantages of integration at a glance

Due to the interface as Salesforce Lightning components, users do not have to rethink. There is no need for training.
No more constant switching between specialist applications.
Direct access from Salesforce to the documents in your DMS.
Retrieve, view and store documents and files within Salesforce in seconds.
Start and track document-based business processes directly in and from Salesforce.
Central functions of the document management system up to the digital signature can be used 1:1 in Salesforce.


About d.velop

International subsidiaries, participations and branches as well as about 750 employees form the d.velop group together with d.velop AG. Solid, commercial actions as well as cooperation in partnership with all parties involved are the basis for the work of d.velop.

With a regional or thematic focus, the members of the d.velop group are competent local contacts for specific topics related to document management and digitization.

A worldwide network of more than 350 partner companies rounds off d.velop’s competence network and offers first-hand know-how and service. Also at your site.

For further information: Please contact or connect on LinkedIn.