TotalAgility Salesforce Integration
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.
Details
Products
TotalAgility 7.11 and higher
RPA 11.4.0 and higher
Applications
Salesforce
Technical Details
Inputs
Onboarding applications and supporting documents
Outputs
Data extracted from TotalAgility creating applications into your Salesforce organization
Geographic Availability
Global
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.
Industry
All Industries
Business Process
Operations
Applications
Salesforce
Categories
Document Processing
Consulting Required
Yes
Support Available
Yes
Technical Details
Inputs
Onboarding applications and supporting documents
Outputs
Data extracted from TotalAgility creating applications into your Salesforce organization
Geographic Availability
Global