Salesforce® CRM Activities for Laserfiche Workflow by Cities Digital

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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.

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Features

The features of this Integration from Cities Digital include:

  • Simple configuration in the Workflow Designer, by dragging activities into the designer and configuring properties the same way users would use other workflow activities.
  • Includes six configurable Activities for Laserfiche Workflow for Salesforce® CRM Automation.
  • Compatibility with Salesforce® Enterprise Edition, Unlimited Edition, Developer Edition, and Performance Edition.

 

Specifications

Product Version Number: V1.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server 9.0 or higher
  • Laserfiche Workflow 9.1 or higher

Pricing

 

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

 

Publisher

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.

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche's opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.