The Salesforce® CRM Activities for Laserfiche Workflow provides organizations with the ability to integrate Laserfiche Workflow with Salesforce® CRM. Workflow authors have the ability to create, retrieve, update, or delete data in Salesforce® CRM from Laserfiche Workflow.
The integration adds six workflow activities within the Workflow Designer – Create CRM Record, Delete CRM Record, Find CRM Records, For Each CRM Record, Retrieve CRM Record, and Update CRM Record – which can be added to any new or existing Laserfiche workflow. Together, these workflow activities provide a seamless integration with Salesforce® or Salesforce® CRM to automate common everyday CRM tasks.
The features of this Integration from Cities Digital include:
Product Version Number: V1.0
Languages Supported: English
Required Laserfiche Products:
|Salesforce® CRM Activities for Laserfiche Workflow by Cities Digital||CD2343||Software||$1,000.00|
|Salesforce® CRM Activities for Laserfiche Workflow by Cities Digital Annual Maintenance||CD2343S||Annual Maintenance||$200.00|
Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.