Solution
Tromba’s TotalAgility Salesforce Integration
Tromba’s TotalAgility Salesforce Integration Overview
Get more value out of your Salesforce platform with Tromba Technologies by extracting information from physical and electronic documents and ingesting that data into Salesforce, eliminating the need for manual entry and processing.
Features
Template process for:
- Adding applications into Salesforce
- Adding application documents into Salesforce
- Querying Salesforce for specific application
- Querying Salesforce for specific members
What you get:
- Automated Salesforce interaction
- Fast setup
- Minimal manual entry
Benefits
Quickly process documents and ingest them into your Salesforce.
The TotalAgility Salesforce Integrator provides a framework for TotalAgility to migrate data in and out. Tromba’s TotalAgility Salesforce Integration provides automation for your onboarding process. Utilizing RPA to create and search applications with ease.
Technical Details
Inputs
Onboarding applications and supporting documents
Outputs
Data extracted from TotalAgility creating applications into your Salesforce organization
Geographic Availability
Global
Required Software / Applications
Salesforce
Additional Solutions From Tromba Technologies
Created By
Products
TotalAgility
RPA
Industry
All industries
compatibility
TotalAgility 7.11 and higher; RPA 11.4.0 and higher
Business Process
Operations
Last Updated
March 26, 2024
Consulting Required
Yes
Support Available
Yes
Pricing
Paid
