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?

Kantata SX CPQ Connector

Seamless integration between CPQ and Kantata for enhanced services forecast

No Ratings
Starting at $500   USD/company/month

Discounts available for nonprofits

Industries
High Tech
Professional Services
Business Need
Sales
Quotes & Orders
Requires
Platform Cloud
Compatible With
Revenue Cloud
Revenue Cloud CPQ

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.
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Kantata CPQ Connector/Achill 1.0 1.1.0
Listed On
11/22/2022
Latest Release
11/22/2022
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
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: 3
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 7
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.
1.1.0
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.
11/14/2022

Additional Details

Kantata’s CPQ Connector is an add-on solution to Kantata that seamlessly integrates Salesforce Sales Cloud, Salesforce Revenue Cloud and Kantata within one interface, enhancing the flow of data across your professional services organization. This drives closer collaboration, improved forecasting and enhanced sales order management across your sales and delivery teams by mapping quote and opportunity data from your CRM into Kantata, and a view of resource availability back into your CRM.

Need help?

Kantata

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

Kantata SX provides full support through a web-based incident management solution.

Support Phone+1 949 336 7610‬ or 800 860 9544