Unity for Salesforce

Intellective UNITY FOR SALESFORCE quickly integrates Salesforce with one or more enterprise content and workflows systems. Deployable On-Prem or the Unity Cloud.

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Seamless Integration

Connect CRM systems and business applications to one or more repositories, content, and workflow systems

Federated Content

Federated content and workflow management

Actionable Analytics

Actionable analytics across multiple content and workflow systems

Realtime Migration

Migrate and transform documents, metadata, and cases between various enterprise systems in real-time.

IBM (FileNet, CMOD, Case Manager, BAW, CM8)

Enterprise Applications

Connect critical business systems to streamline operations, enhance productivity, and ensure interoperability across your organization's enterprise applications.

Data Sources (DBM + APIs)

Integrate and manage data from various sources, APIs, and databases, providing a unified view for analytics and decision-making.

Actionable Analytics

Turn raw data into meaningful insights with actionable analytics, empowering businesses to make informed decisions and optimize outcomes.

Other Enterprise Repositories (CMIS)

Leverage interoperability between various content repositories using the CMIS standard to unify data access across platforms.

Box

Secure cloud-based storage and collaboration platform that enables teams to work together efficiently from anywhere.

SharePoint

A web-based collaborative platform that integrates with Microsoft Office, providing content management, workflow automation, and intranet solutions.

Alfresco

An open-source content management and workflow platform, ideal for organizations looking for flexible, scalable enterprise solutions.

OnBase by Hyland

A single enterprise information platform for managing content, processes, and cases, enhancing organizational efficiency.

OpenText

A leader in enterprise information management, OpenText enables organizations to capture, manage, and leverage information seamlessly.

Salesforce

A customer relationship management platform designed to optimize sales, marketing, and customer support operations.

Cloud Storage

Store, access, and manage your data securely in the cloud, enabling scalability, redundancy, and global access.

Dynamics 365

Microsoft’s suite of intelligent business applications for CRM and ERP, streamlining processes and fostering business growth.

Improve Salesforce users’ productivity with Intellective Unity for Salesforce. As industry leaders in integration and digital transformation, we know the headaches that disparate systems and content can cause. Our solution integrates disparate enterprise content and presents it seamlessly in any application including Salesforce. With Intellective Unity for Salesforce, users can seamlessly search for and manage documents, tasks, and data across multiple ECM and BPM systems right from within Salesforce.

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Intellective Unity for Salesforce improves user productivity by:

Giving a seamless, rich, and contextual view of your enterprise content and data from within Salesforce.
Providing advanced document management, case management, and task processing. No more manually entering data, creating duplicate documents, or wasting time searching for information housed elsewhere.
Enabling informed business decisions thru easy to understand and actionable analytics dashboard.

Intellective Unity for Salesforce functionality

Federated Enterprise Search: Seamlessly search, view, and transact on documents across multiple enterprise content repositories within Salesforce
Case and task management: Search, view and transact on case and work items in other workflow management systems right within Salesforce
Quick to deploy: Install, configure, and use in no time using the low code-no code integration framework
Secure: The framework uses Salesforce security as well as the security framework of the ECMs and BPMs being connected

Enhance your Enterprise Search

Learn how Intellective Unity helps you search and manage your data, documents and workflows housed across multiple ECM and BPM systems, all from within one dashboard.

With Intellective Unity 8.0, you get improved, customizable reporting and dashboards, enhanced navigation, advanced search capabilities across enterprise systems, the ability to save search criteria, and enhanced SharePoint integration.

How does UNITY Cloud maintain data security?a71f1bfa_admin2024-12-26T17:37:52-05:00

How does UNITY Cloud maintain data security?

UNITY Cloud employs comprehensive security measures, including encryption, role-based access controls, and regular security audits, to protect sensitive data and ensure that all documents remain secure during offloading and storage.

Who can benefit from using UNITY Cloud with Salesforce?a71f1bfa_admin2024-12-26T17:37:42-05:00

Who can benefit from using UNITY Cloud with Salesforce?

UNITY Cloud is ideal for businesses that utilize Salesforce for customer relationship management and need an efficient, scalable solution for document storage, workflow management, and regulatory compliance across various industries.

Is it necessary to have additional licenses to access documents in UNITY Cloud?a71f1bfa_admin2024-12-26T17:37:30-05:00

Is it necessary to have additional licenses to access documents in UNITY Cloud?

No, UNITY Cloud enables users to search for and retrieve offloaded documents without requiring extra Salesforce licenses, thus optimizing resource allocation and reducing associated costs.

What features does UNITY Cloud offer to enhance user experience?a71f1bfa_admin2024-12-26T17:37:19-05:00

What features does UNITY Cloud offer to enhance user experience?

UNITY Cloud includes advanced search capabilities, real-time data access, seamless integration with various ECM platforms, and user-friendly interfaces to enhance the overall experience for users managing documents in Salesforce.

Can UNITY Cloud ensure compliance with industry regulations?a71f1bfa_admin2024-12-26T17:37:07-05:00

Can UNITY Cloud ensure compliance with industry regulations?

Yes, UNITY Cloud provides robust document retention policies and audit trails to help organizations meet compliance requirements, ensuring that all documents are managed in accordance with legal and regulatory standards.

How does UNITY Cloud help reduce storage costs in Salesforce?a71f1bfa_admin2024-12-26T17:36:52-05:00

How does UNITY Cloud help reduce storage costs in Salesforce?

By offloading large volumes of documents from Salesforce to dedicated enterprise content management (ECM) systems, UNITY Cloud significantly minimizes storage costs while maintaining easy access and management of important data.

What is UNITY Cloud for Salesforce and what are its main benefits?a71f1bfa_admin2024-12-26T17:36:40-05:00

What is UNITY Cloud for Salesforce and what are its main benefits?

UNITY Cloud for Salesforce is a powerful solution that enhances document management and workflow efficiency by seamlessly integrating with Salesforce, allowing organizations to optimize data storage, improve access to vital information, and reduce operational costs.