XL-Connector
XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc. Getting fresh data from Salesforce.com is even easier – just click “Refresh” and it gets updated instantly! You can now make your changes to the data, and once done, send your modified data back to Salesforce in one click. And if you have several logins, XL-Connector keeps them for you so switching between accounts is easy. There’s no limit as to how many Salesforce.com orgs you can connect to. Once installed, go to XL-Connector tab in your Excel ribbon, log in with your Salesforce ID and click “Reports”. It took us longer to type that sentence up than to have your real-life data appear on your screen in a familiar Excel UI.
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Vigience Overcast
Overcast is a Salesforce-native cloud integration service that lets you quickly and easily connect Salesforce to your SAP, Oracle, Microsoft, and other on-premise applications. The Overcast Integration App redefines Salesforce integration through its mixed replication/real-time architecture: an elegant, modern architecture that reduces integration complexity & risks significantly. Think of it as a Salesforce app that provides a data access layer for on-premise data and processes rather than being a middleware. Overcast for Salesforce is 100 percent cloud-native and built as a Salesforce.com application. It is installed as an app from the Salesforce app store and all its user interfaces, database tables and logs are in Salesforce. We manage, update and maintain the software and infrastructure, all for a competitive monthly subscription fee. Overcast provides a single solution for all your Salesforce integration requirements.
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BP Logix Process Director
For IT Leaders in regulated industries, BP Logix' low-code automation platform streamlines complex workflows and ensures compliance for your most critical processes.
Originally built as a BPM Platform, BP Logix drives greater efficiency than competing low-code platforms with parallel processing, always-on audit tracking to give you world-class compliance, and easily handles complexity.
With BP Logix, you can achieve operational excellence by streamlining complex business processes. Save employee time, and maximize resources with our robust and flexible low-code platform. Eliminate risk and compliance headaches with audit trails, electronic signatures, and user access permissions. And connect your organization from application to person to process with our enhanced integrations capabilities.
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FusionSync
FusionSync is a web-based application that helps in transferring data between QuickBooks Online and Salesforce. It saves the user from manually entering customers, invoices, estimates, payments, and item-related data in the softwares. This product will make sure that both the Sales and Finance teams get access to the important data without relying on anyone for this information.
Salesforce and QuickBooks Online (QBO) users prefer FusionSync for streamlining operations and improving efficiency. Without adding any duplicate entries, your Sales team can close deals in Salesforce, and on a real-time basis, your accounting team will instantly receive the financial details. Similarly, any updates in QuickBooks are reflected in Salesforce, providing a two-way synchronization that keeps everyone on the same page.
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