How Unity for Salesforce works

Unity for Salesforce puts your enterprise data within your Salesforce pages as additional tabs and sections

Unity for Saleforce Screen shot with red box

Quickly and Easily Configure for Your Salesforce Application
Unity for Salesforce is a component that connects our Unity application to your Salesforce apps. You configure where you want enterprise content, process, and data to be surfaced in your apps. Use our low-code/no-code configuration tools to define the Unity for Salesforce experience and how it looks to users.

Securely Access Your Enterprise Data
Our Unity technology lives inside your firewall on a lightweight application server. Unity connects to your data sources using our out of the box connectors, and serves that content to your Salesforce apps. We handle security and single sign-on to ensure your data flows over safe channels, without constantly prompting users for logins or taking them out of Salesforce.

Connect to Your Enterprise Content
Unity supports content connectors like Box, IBM FileNet, IBM Content Manager and CMOD, Alfresco, CMIS compliant document stores, and more. Our team will work with you to quickly connect your out of the box data sources. We can also help define a path for you to connect other data stores, including unique or home-grown departmental systems.
How Unity for Salesforce Works

Leverage True Enterprise Business Process Management
Unity connects to your Case Management and process sources, such as IBM Case Manager and jBPM. Salesforce users can access tasks, cases, and workbaskets, processing work right from Salesforce. Your cases and processes continue to live in your enterprise BPM system, providing the full process automation capabilities you need.

Get a 360 Degree View with Enterprise Search Across All Repositories
With Unity, you can crawl and transform data into a high-performance analytics index and serve it directly to your Salesforce users. You can crawl and ingest data without impacting source systems, transform and combine data streams to create meaningful information, and use our cognitive search with relevant results and advanced faceted filtering. You choose what data sources to combine and how to combine them; your Salesforce users get the information they need without needing to know the source.