Intellective UNITY FOR SALESFORCE quickly integrates your enterprise content, workflows and repositories, directly into Salesforce.

Unity for Salesforce

Unlock Intellective Unity for Salesforce's capabilities as a Salesforce integration solution that empowers your users. As industry leaders in integration and digital transformation, we know the headaches that disparate systems can cause. Seamlessly search for and manage documents, tasks, and data across multiple ECM and BPM systems, whether on-premises or in the cloud, right from within Salesforce. Less headaches for you, more productivity for your team.

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Intellective Unity for Salesforce Makes Things Simple By:

  • Giving a seamless, rich, and contextual view of your enterprise content and data from within Salesforce.
  • Advanced document management, case management, and task processing. No more manually entering data, creating duplicate documents, or wasting time searching for information housed elsewhere.
  • Leveraging the holistic view Intellective Unity for Salesforce provides, along with anour easy to understand analytics dashboard to make Informed business decisions.
Unity for Salesforce
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Intellective 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 with low code tools
  • 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

Intellective Unity for Salesforce Empowers Salesforce Integration With Case Management!


Intellective Unity’s low code, no code analytics dashboard allows you to find the information you need, right when you need. Create a more streamlined work environment for employees, and a better user experience for customers with decreased wait times, better data governance, and less duplicated data. More companies leverage Unity for Salesforce than any other company for claims processing, find out why now!

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See Intellective Unity for Salesforce in Action

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

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Explore Intellective Unity 8.0

From the ability to navigate multiple disparate repositories in a single hierarchy, advanced search, stored search and tagging favorites, read about all the additional capabilities in Unity 8.0.

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Intellective Unity for Salesforce 2.0 Released

Intellective, an information technology and consulting organization, today announced that the latest version of Intellective Unity for Salesforce is now available on the Salesforce AppExchange. Now with more integration options, and advanced content management tools. 

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Simplify Salesforce with Intellective Unity

If you love Salesforce’s tracking capabilities, marketing automation, and app development, you’ll love what Intellective Unity for Salesforce adds. Simplified business process management, content aggregation, and actionable analytics all at your fingertips.

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Integrate with nCino Fast

By leveraging the Salesforce lightning environment, Intellective Unity for nCino allows easy integration with applications such as nCino. Find all of your financial information when you need it with one streamlined application.

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