Connector
TotalAgility - Salesforce Connector
TotalAgility - Salesforce Connector Overview
Get more value out of your Salesforce platform with Tungsten TotalAgility, by extracting information from physical and electronic documents and automatically ingesting that data into Salesforce, eliminating the need for manual entry and processing, while maintaining human-in-the-loop capabilities.
Features
Template process for:
- Adding cases into Salesforce
- Adding orders into Salesforce
- Querying Salesforce for specific accounts
- Querying Salesforce for specific contacts
- Querying Salesforce for specific price books/entries
What you get:
- Automated Salesforce API interaction
- Fast setup
- Minimal manual entry
- Human in the loop
Benefits
Quickly process documents and ingest into your Salesforce instance. No more tedious manual entry!
The TotalAgility Salesforce Connector provides a framework for TotalAgility to push/pull data in/out of Salesforce in a reusable and standardized format. The design specifies interface conventions and provides template processes that will need to be configured by the developer to suit the business tasks to be performed.
Resources
- More information is available and can be provided on demand.
- Video Overview: Total Agility Salesforce Connector Overview
Technical Details
Inputs
- TotalAgility 7.9 or higher
- Salesforce (above basic level) with admin access
- Case forms or order forms to process
Outputs
Data extracted from TotalAgility in to your Salesforce org (see demo videos to see how). Two way communication and invocation of work in either TotalAgility or Salesforce
Geographic Availability
Global
Additional Solutions From Tungsten Automation Professional Services
Created By
Products
TotalAgility
Industry
All industries
compatibility
TotalAgility 7.9+
Business Process
Accounting and Finance
Operations
Sales
Last Updated
April 12, 2024
Consulting Required
Yes
Support Available
Yes
Pricing
Contact for Pricing
