Autotask++Salesforce Integration

The Only Official Solution, Complete and Reliable

Fully Automated, pre-packaged connector to synchronize your Autotask and Salesforce apps. Keep your data consistent and up-to-date.

With Pre-built functionality we shorten the time from provisioning to production while reducing your risks and costs. Faster deployments also means earlier benefits, cost savings...ROI.

SUPPORTED EDITIONS

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Supported Editions

Essentials

Premium

Unlimited

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Supported Editions

  Professional (Sales Cloud/Service Cloud)

  Enterprise (Sales Cloud/Service Cloud)

  Unlimited (Sales Cloud/Service Cloud)

  Any other Salesforce products including:

  • Analytics Cloud,

  • Marketing Cloud,

  • Pardot,

  • Financial Services Cloud,

  • Commerce Cloud,

  • Salesforce DMP


OUR OFFERS


Subscription

Fully Managed Package starting at

$ 250 .00

/ month
  • Integration hosting and Security
  • Monitoring, Optimization
  • Maintenance, Support
  • Notifications

Quick Start Setup

Pre-built Functionality


Contact us for a Quote

    • Connector Provisioning and Connectivity Setup
    • Field Mapping and Transformation review
    • Data Integrity Diagnostics & Alignments
    • User Acceptance Tests & Deployment to Production

    Custom Integration

    Based on your Requirements

    Contact us for a Quote based on your specific requirements

     
    • Integration enhancements
    • Integration to additional systems
    • Self-Service Portal and Add-ons
    • Any other TBoxCloud Offerings


    SYNCHRONIZATION

     

    Accounts


    Contacts


    Opportunities


    Users


    Tickets & Notes


    ...Fully Customizable

    The Pre-built Connector can be enhanced to integrate additional objects and other systems/applications.

    SPECIFICATIONS

    Products


    TBoxCloud Connectors enable the integration between 2 applications, or multiple applications in any combination.




    Services


    Professional Services and Fully Managed Services provided by TBoxCloud.




    Connector Purposes


    To enable the timely availability of information between the applications. To improve the quality and reliability of your data so you can call it “information”. To provide a scalable integration platform that will reduce costs and risks as your business continues to change and grow, and ultimately reduce or prevent the need for additional resources and infrastructure. Maintain compliance and compatibility, increase value gains as you add additional applications to your integration.




    Centralized and Unified Integration Orchestration


    Yes




    Multipoint Integration Capability Plug in any number of additional connector endpoints to the TBoxHub to connect Financial systems or services, Data warehouse, custom apps, etc. Access or update data from/to those other systems so your data remains consistent throughout your organization.


    Yes Uni or Bi-directional Synchronization between 2 or more applications in any combination or grouping.




    Hub Topology


    Yes

    Ultimate Integration architecture for scalability and cost effectiveness.

    (Free)




    Host System


    Private Cloud

    (Free)




    Integration Logic


    Data Mapping (Standard and Custom fields), Data Transformations, Exceptions, Exclusions, Overrides, Conditions, Criteria, Workflows




    Protocol


    Web Services (API)




    Application Objects/Entities and Custom Correlation Tables


    Pre-built/Packaged functionality:

    - Account - Account Types - Countries - Contact - Opportunity - Task - User - Case or Custom Object - Quote or Custom Object - Product or Custom Object All corresponding Connector Objects are fully customizable to support customer specific requirements.




    Salesforce Custom Fields and Objects


    Full, including Pre-built Custom apps from TBoxCloud (e.g. Quotes, etc.)




    Customizable Sync Options


    Control which data should/shouldn’t be synchronized. Configured by Object, User, Geography, etc.




    DATA INTEGRITY


     




    Data Cleansing & Enrichment


    - Creates a trusted view of your information.

    - Customizable algorithm to correct certain manual entries and maintain data consistency between the systems (e.g. US-> United States; USA->United States).

     




    Data Deduplication


    - The built-in algorithm prevents the creation of Data duplication.

    - Data Quality Reports provide current state information on the health of your data including duplications. When required, corrections can be made from the connector.

     




    Data Consolidation


    - Unify your information by combining it with additional systems from other departments or external sources to go from a 360-degree to a 3-D view of your Customer, Business, and Market.  




    Data Backup


    The data backup/restore functionality can be enabled prior to setting up or making changes to the integration. The Data Backup functionality can also be enabled at regular frequency as part of a Disaster/Recovery strategy.




    Automated Data Validation Diagnostics

    (Identification of Data Inconsistency Between Systems)

    Auto-generates reports to identify missing or unmatched data between systems that can prevent the update of certain records. Those reports contribute in maintaining good quality and reliable data across systems and the organization as a whole.)


    Yes (Fully customizable for Pre-production and Production)




    FUNCTIONALITY


     




    Exclusions Functionality

    (Exclude records from being updated based on specific rules and conditions e.g. Objects, Users, Geography, etc.)


    Yes




    Exceptions Functionality

    (Allow or prevent field data updates based on specific rules and conditions)


    Yes




    Overwrites Functionality

    (Overwrite field data based on specific rules and conditions)


    Yes




    Synchronization Notifications

    Know the What, When, and Where of your data synchronizations.


    Yes




    Synchronization Triggers


    - Synchronization triggers: Scheduled or real-time updates.




    Full Automation of Schedules and Processes


    Yes Any number of custom Schedules and Real-time triggers based on customer requirements.




    International Considerations


     

    Yes

    - Currency(Customizable)

    - Legal Compliance

    - Standard Compliance

    - Geo-based Provisioning and Operations




    Extreme Privacy & Security


     

    Yes

    Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm)




    Fully Managed

    Provisioning, maintenance, monitoring, and support of the entire systems infrastructure.


     

    Yes

    - No additional costs for:

    - Infrastructure (Hardware, Software, and associated Services)

    - Licenses

    - Maintenance

    - Monitoring

    - Support

    - Security

    - Compliance

    - Performance Management

    - Resources

    - Training

    - Domain Expertise




    Benefit-Cost Ratio


    High (Superior)




     


    PARTNERS

    Commercial Applications

    TBoxCloud builds Salesforce Applications to enhance the Salesforce functionality and facilitate its Integration with other applications and services.

    Demo Logo

    Business & Technical Consulting

    As a Salesforce certified consulting partner, TBoxCloud provides expert services in both the development of Salesforce functionality and Systems Integrations.

    Autotask Integrations Partner

    SMBs and Enterprise Customers alike are able to leverage TBoxCloud’s Integration Connectors and Hubs to keep 2 or more of their systems synchronized.