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RiverDoc - Search and View Salesforce CRM Content Libraries Documents app for iPhone and iPad


4.6 ( 2816 ratings )
Business Utilities
Developer: Simone Morellato
Free
Current version: 1.1, last update: 7 years ago
First release : 28 Jan 2014
App size: 10.53 Mb

RiverDoc mobile app solves the challenge that many sales reps face daily: how to access corporate documents in Salesforce Libraries outside the office and without the laptop?

Every day, on the average, sales reps spend 60 minutes waiting. They wait in line at a coffee shop. They wait for a train. They wait for a customer running late. They wait in the airport check security lines. What if they could use the waiting time (instead of wasting it checking Facebook) to read the latest product datasheet, learn about pricing updates or simply share a PowerPoint presentation with the prospect from their iPad? RiverDoc makes sales reps as productive on the go as they are at the office.

With RiverDoc sales reps can browse, view and search Salesforce Libraries documents even when they are offline (on a 6 hours coast-to-coast flight). Once they get online again, they simply pull-to-refresh to discover new documents. Sales reps can also instantly share the documents via email, sms or Airdrop, or cut and paste a feature description and quickly answer a customer request.

How to use RiverDoc in 10 simple steps:

1. Download free RiverDoc app from Apple Store to your iPhone or iPad.
2. Log in using your Salesforce username and password.
3. See most recently added documents.
4. Browse document library by scrolling down the screen.
5. Find a particular document by typing its name in the search box.
6. Click to open any document directly on your mobile device.
7. Zoom in and out to view a document.
8. Copy any paragraph of the document and past it into an email or text message.
9. Forward entire document to your colleague or customer.
10. Refresh document list again by scrolling down.

RiverDoc app is built with mobile SDK for iOS. It uses Salesforce REST API to connect to Salesforce document repository. The connection is secured with OAuth.

The app requires the deployment of a Salesforce Connected App on the Salesforce cloud. Please contact Riverdoc support [email protected] for instructions on how to install the Connected App.

Check out the video of Riverdoc at http://www.youtube.com/watch?v=WhpCiwWV23k