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2019-08-29 Higher Education Webinar: Maximize Salesforce and OnBase

Student, Alumni, & Business Processes Managed from OnBase &

Thursday, August 29, 2019
1:00 PM to 1:45 PM EDT

If you're using both the leading CRM application and the leading content services platform (Salesforce and OnBase of course!) then this webinar is for you. During this webinar, you will learn how you can eliminate information silos and gain access and real-time visibility to documents, metadata, and workflows managed in OnBase directly from your applications. Walk through the functional capabilities, system architecture and our implementation approach to integrating Salesforce with OnBase; ultimately providing you with an option to avoid any custom programming overheads.

MTS Software Solutions' "Integration Gateway for Salesforce" product is a pre-packaged solution to seamlessly integrate OnBase with Salesforce. Built on the OnBase SDK and the platform, our integration framework enables users to - view, link, archive, search AND exchange documents and data between OnBase and ANY Salesforce object. With point-and-click configuration interface built into the Salesforce user interface, administrators can easily map Salesforce and OnBase attributes and view the audit trail of all document transmissions.


About MTS Software Solutions

MTS Software Solutions provides technology and services that simplify, streamline, and accelerate document and data-driven processes. As OnBase Authorized Partners, we offer the experience and technical expertise to maximize your ROI in ECM.

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