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?
BenefitsGuide: Global Ease Integration
Eliminate redundant data entry when you sync Ease and Salesforce
Overview
Eliminate redundant data entry by using data from within Salesforce to create groups in Ease with just a few clicks OR push that same data from Ease to Salesforce. Then elections made in Ease will update your instance of Salesforce, a 360 integration.
See How BenefitsGuide: Global Ease Integration Works
Reduce the amount of time required to create a group in Ease by 90%
without any redundant data entry, you can now load ALL of your groups into Ease OR you can push the existing information on all your groups in Ease to Salesforce
Elections made in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records
Ease is an online employee benefits quoting, enrollment, and benefits administration platform. You can push a group Account, the current employee census, and the Policy information to Ease instantly creating the new group using your data from Salesforce. Elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records. Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers. Ease provides streamlined employee setup and document collection for growing companies, world class partners and exclusive integrations to tailor your offering to changing needs, effortless ACA compliance management, reporting and e-filing, powerful PTO tracking, performance reviews, and goal setting for managers, and robust payroll integrations with ADP Workforce Now, Paylocity, and TRAXPayroll to cut administrative work.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package