AgentExchange

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?

Expandable ERP Integration for Salesforce

Deep ERP Integration for Salesforce

Lifetime average
4.5
Showing 2 of 2 Reviews
Sort by

Is this App Lightning compatible?

Hi, Is this package lightning ready? If not, do you recommend any solution to ensure the backend integration still works after the org migrates to Lightning? Thanks, Sanjoy Joseph

Vic Fischer

Integration in the "Cloud"

We are an Expandable On Demand (EOD) user since April of 2009. We chose EOD because central to our IT strategy is running all business apps, including email, either in a hosted environment or in the Cloud. SalesForce and Arena (a cloud-based PLM application) were already in place when we implemented EOD. The person responsible for Sales Ops at the time ended up spending a large percentage of her time manually updating SFDC in an attempt to keep it in synch with EOD. This situation was clearly not scalable, so our interest in Expandable's Integration offering dates from about mid-2009. The most important piece of the Integration for us was the ability to convert SFDC Opportunities into Expandable SOs, so we patiently waited for Expandable to complete development of that module before implementing in late 2012. Implementing Integration was a key part of a larger project that included not only EOD and SFDC, but also interfaces with our proprietary Network Operating System called ChargePoint. As it turns out, we were an early adopter of the whole Integration suite, and the first to implement the Opp to SO conversion module. There were some hiccups in the implementation, as one might expect from being first, but Expandable's Product Manager for Integration was very attentive and provided great support throughout the project. We've been running Integration in production since mid-December 2012 and are very happy with the results. We started out launching each module of Integration on demand, just so we could track the results of each process in a controlled fashion. Today we are running all of the modules on a scheduled and simply monitoring for reports of any errors. This is saving an enormous amount of time for Sales Ops, both in keeping EOD and SFDC in synch and in streamlining the creation of SOs. Plus, having eliminated manual updates, data integrity vastly improved.

Dennis Payton
08/08/2013

Hi Vic, Expandable enjoys our partnership and working closely with ChargePoint in accomplishing their business goals and in the true spirit of a partnership helping to improve successful solutions for the general case. Expandable looks forward to ChargePoint’s continued success and growth. Thank you for your contribution and Best Cheers, Expandable Marketing Team

Filters

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead