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Tungsten TotalAgility Connector for Salesforce

By Tungsten Automation (formerly Kofax)

Increase productivity & drive innovation by automating business workflows

No Ratings
Starting at $10,009   USD/company/year
Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Finance
Document Generation
Document Management
Requires
Platform Cloud
Compatible With
Financial Services Cloud
Health Cloud
Government Cloud

With the TotalAgility Connector, you can extract information from physical and electronic documents, and automatically ingest that data into Salesforce, eliminating the need for manual entry and processing, while keeping human-in-the-loop capabilities.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Health Cloud
Government Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
Tungsten TotalAgility 7.9 and higher

App Details

Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English
This solution is API only and doesn't have an interface

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 Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/10/2021

Additional Details

Quickly process documents and ingest into your Salesforce instance. No more tedious manual entry! The Tungsten (formerly Kofax) 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. Template processes available 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 • Keep a human in the loop

Need help?

Tungsten Automation (formerly Kofax)

Irvine, CA, USA

Other ResourcesTerms & Conditions