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vtenext native integration with Salesforce

A Silo Mentality is a reluctance to share information with employees of different divisions in the same company. This attitude is seen as reducing the organization’s efficiency and, at worst, contributing to a damaged corporate culture.

This is often due to the fact that the processes implemented and the solution used by the depatments are vertical and not connected with each other.

Break the Silos and extend the Processes to all departments!

Native integration with Salesforce

vtenext boasts the unique feature of integrating natively with Salesforce.
This peculiarity allows the native and bidirectional integration, using OAuth2, with the following modules:

  • Accounts
  • Assets
  • Campaigns
  • Leads
  • Potentials
  • Products
  • Trouble Tickets

Using vtenext BPMN, feature Salesforce processes are extented to all departments. This allows to drill the Silo Mentality, break down the barriers and make the company act like one, leading to a significant increase in the company reactivity and productivity.

How does it work?

vtenext CRM+BPM in its latest realese can be natively intergated with Salesforce.

Integration Settings

1. First you simply have to choose the module you want to synchronize, in the settings panel of vtenext synchronization tool

2. For each module that you want to synchronize is possible to propagate data from and to Salesforce or to enable a one way communication, where Salesforce is the master and vtenext the slave or vice versa

3. Now the synchronization with Salesforce is active and can be seen in the synchronization list 

Want to know more?

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