Do you want to?

  1. Give Salesforce users immediate visibility into customer information that resides outside of Salesforce?
  2. Empower Salesforce users with a 360-degree view of their customers to make informed, customer-focused decisions?
  3. Maximize productivity, reduce storage costs, and improve Salesforce engagements?

Unite Salesforce users with corporate repositories, workflows and applications

Salesforce Users to FileNet Licenses

Unity for Salesforce transforms the Salesforce experience empowering your users with the right content and data at the time it's needed.

Unity for Salesforce empowers users to seamlessly access and manage all your data, whether on-premise or cloud. The solution integrates out of the box, allowing you to pull content from enterprise applications directly into your Salesforce business operations.

By extending your Salesforce cloud with Unity for Salesforce, users can safely access the external information and workflows they need right within Salesforce. They no longer need to search for data in multiple systems or leave Salesforce to complete tasks – which empowers them to deliver positive interactions with the speed and thoroughness customers want.

Connect data, documents, and workflows from multiple systems, including IBM FileNet, IBM Business Automation Workflow, Alfresco, Box, SharePoint, JBPM and more:

  • Keep users engaged in Salesforce when they need information that resides outside of Salesforce
  • Implement Unity Lightning components with simple configurations and no coding
  • Automatically execute contextual queries across multiple systems and repositories based on Salesforce elements like customer, account, case, or contract
  • Enforce role-based authentication that leverages existing security systems so that users see only what they’re supposed to see
Salesforce diagram

Because Unity for Salesforce is based on Unity, our digital transformation and integration solution, your customers also have the power to:

  • Rapidly configure application interfaces, security, and integration across multiple systems
  • Connect old and new systems without disruption or difficulty
  • Globally search across all your repositories and applications and view the information you need in one single dashboard
  • Rest assured that your data is safe with LDAP-enabled and SSO authentication and authorization
  • Make insightful business decisions based on focused, interactive analytics

Deeper and Richer Customer

Unity for Salesforce gives Salesforce users a detailed view of every customer from multiple data sources, which helps to drive smarter sales conversations and lasting brand loyalty.

Cost Savings

Unity for Salesforce eliminates the need to buy additional Salesforce file storage, because customers can leverage existing repositories that they already have access to or have invested in.

Easier Innovation

Simple and speedy integration lets your customers’ teams enjoy faster time-to-market for new applications and cloud technologies – fostering innovation without disrupting workflows.

Enhanced Productivity

Users can complete more interactions and workflows without leaving Salesforce and achieve higher quality conversations with faster turnarounds.

Smarter Analytics

Unity’s data aggregation empowers teams to turn data into marketing insights and useful KPIs.

Stronger Security and Compliance

Collaborate and share files without vulnerabilities. Unity’s built-in governance and compliance controls integrate with and augment existing security systems to ensure that users interact only with the content and data they’re authorized to use.