UNITY FOR SALESFORCE connects Salesforce users with multiple repositories, workflows, and content systems

Unity for Salesforce

Unity for Salesforce empowers users to seamlessly search for and manage documents, tasks, and data across multiple ECM and BPM systems, whether on-premises or cloud, right from within Salesforce. The solution integrates out of the box, allowing you to access and manipulate documents and data, manage cases, and process tasks directly from Salesforce.

Unity for Salesforce Provides:

  • A seamless, rich, and contextual view of your enterprise data from within Salesforce
  • Advanced document management, case management, and task processing
  • Enhanced Salesforce user engagement and productivity
  • Informed business decisions based on complete data from all your enterprise systems and applications
  • Improved business KPIs via process automation and insights
Unity for Salesforce
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Unity for Salesforce Implements Quickly, Reduces Costs, and Improves Data Security:

  • Simple to use: Enjoy a truly seamless experience within Salesforce
  • Quick to deploy: Design UI and make it available less than an hour
  • Secure: Use role based security combined with your in-house authentication to ensure appropriate access to content and systems
  • Reduces costs: access and transact on data and documents from the source

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Take a quick tour of exactly how Unity for Salesforce’s architecture connects your content, process, and data to the Salesforce platform.
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