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Tungsten TotalAgility Connector for Salesforce

Increase productivity & drive innovation by automating business workflows

Overview

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.

See How Tungsten TotalAgility Connector for Salesforce Works

Quickly process documents and ingest into your Salesforce instance. No more tedious manual entry!
Push/pull data between TotalAgility and Salesforce in a reusable and standardized format
Template processes provided for fast setup
Automated Salesforce API interaction
Minimal manual entry
Keep a human in the loop
Add cases and orders into Salesforce Process and Extract Data from Forms outside of Salesforce
Query Salesforce for specific accounts, contacts, price books/entries

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