Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Information
Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

Kantata OX (Formerly Mavenlink)

Kantata OX - Project Delivery, Collaboration, and Resource Management

$35   USD/user/month

Discounts available for nonprofits

Try It
Industries
Professional Services
Media & Entertainment
Business Need
Project Management

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
API add-on required when using Professional Edition

App Details

Version
Mavenlink for Salesforce/Release 2.8.12 2.8.12
Listed On
11/19/2015
Latest Release
09/02/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.8.12
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/30/2015

Additional Details

Save time as Salesforce Opportunity stages trigger the creation of Kantata OX projects. Plus, simplify proposals by pushing scoped budgets and quotes into Salesforce from Kantata OX. Improve alignment and communication between sales and delivery teams with two-way sync between Salesforce Chatter and the Kantata OX Activity Feed. Features Include: • Shared workspace • Resource Management • Task planning • Task scheduling • Task tracking • Third party integration • Timesheets • Budgeting and forecasting • Drag & drop interface • Time & expense tracking • Open API • Critical path • Business intelligence • Project estimating • Performance reports • Task management • Collaboration tools • Project management • Time tracking by project • Accounting integration • Ad hoc reporting • Collaborative review • Collaborative workspace • CRM integration • Estimating • File sharing • Financial reports • Forecasting • Gantt charts • Multiple billing rates • Multiple projects • Planning tools • Profitability analysis • Progress reports • Progress tracking • Project Accounting • Project planning • Project templates • Project time tracking

Need help?

Kantata

Irvine (US), London (UK), Boston (US), SLC (US)

Support Phone+1 949 336 7610‬ or 800 860 9544