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AX and SalesForce Integration

Roger Hurtado - Friday, February 07, 2014

EMC ApplicationXtender & SalesForce Integration from ECM ToolboxDo you have clients that use SalesForce? Are they trying to determine if OpenText ApplicationXtender will be part of the SalesForce solution? Or are there drumbeats about replacing AX with SalesForce?

You have an excellent opportunity to further entrench AX with the client by integrating ApplicationXtender with SalesForce.

We have successfully completed a Proof of Concept integrating ApplicationXtender with SalesForce. This POC was based on us setting up a SalesForce environment and then demonstrating these features:

  • From SalesForce select a button to retrieval AX Documents against the account being displayed in SalesForce
  • From SalesForce select a different button to retrieval a subset (compliance related) AX Documents against the account being displayed in SalesForce
  • From SalesForce save a record into AX and auto populate the indexes based on the values in SalesForce.

We are now in discussions with the client about how ECM Toolbox Eforms can feed data to both AX and SalesForce. In regards to ECM Toolbox the client also wants the AX document's "Workflow Status" to be passed from ECM Toolbox to SalesForce.

Please let us know if you are interested in learning more about integrating SalesForce with AX.

"We are stronger together" - Thanks – Richard

ECM Toolbox Salesforce Integration Demo

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