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Please note that many of these changes will roll out this Saturday, June 1st and will require downtime. We are working to ensure minimal disruption for our eOne community and really appreciate your patience as we push out these changes. Please reach out to sales@eonesolutions.com with any questions.

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Solution

Salesforce Integration

Take control and cover more of your Salesforce automation and integration requirements.
Core Experience CRM Integration
Created By eOne Solutions
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Multi-System Integration
Real-time Integration
Virtual Integration
File Integration
Multi-System Integration

Generate data at the right time in the right place between Salesforce and all your cloud an on-premise apps. ​

eOne’s SmartConnect allows you to take control of every part of your integration through a consistent and user-friendly interface that doesn’t require developers or coding knowledge to use.​

Integrate as a source or destination with all your data in Salesforce.​

  • Connect your other cloud and on-premise applications. ​
  • Configure your integration when you want: manually, automated on a schedule, or call a SmartConnect map to run via the SmartConnect API.​​
  • Enjoy a simple point-click and flexible mapping experience.​
  • Add steps and tasks to complete your business process automation.​
  • Easily monitor, use alerts, view errors and fix them.

Outcomes Delivered​

  1. Integrate without code.​
  2. Lower your project risks.​
  3. Deliver results faster.

Licensing Required​

SmartConnect Basic Plan

Real-time Integration

If real-time integration with Salesforce is your requirement, we have options for you:​

  • Trigger a SmartConnect Integration based on a change in Salesforce.​
  • Call the SmartConnect API to pass through your data and run an integration. ​
  • Virtually integrate Salesforce data in other apps by using Popdock widgets and embed external data in Salesforce. Embed and display data a real-time look into Salesforce data in other applications, like recent communication, for the rest of your team to have visibility. Popdock widgets can be implemented quickly and without code.

Outcomes Delivered​

1. No- or Low-code integration​

2.  Timely and accurate insight.​

3.  Better decision-making.

Licensing Required​

SmartConnect Basic Plan​

Popdock Basic Plan for Virtual Integration

Virtual Integration

Sometimes generating data is not the right solution and embedding a real-time display is. Virtual integration is a powerful integration option that lets you configure your Salesforce integration in minutes, not weeks, and reduce the complexity of your integration.​

Embed and display external data from Salesforce without code using Popdock widgets:​

  • Embed detailed Popdock reports that include Salesforce data in your app.​
  • Embed detailed Popdock reports that include data from other apps in Salesforce.​
  • Embed data with parameters related to specific records, like transactions from your ERP related to specific Salesforce accounts on the account record.​
  • Allow your users to view related details like invoice lines related to invoice headers.​
  • Allow your users to use Popdock actions to do things like open records or run a process.

Outcomes Delivered​

  1. Integrate in minutes, not weeks.​
  2. Real-time integration, every time.​

Relevant, convenient insight in app for users.​

Interface for users to view and take action on the data.

Licensing Required​

Popdock Basic Plan

File Integration

Don’t let native file options or custom development bottlenecks limit you or slow you down.  eOne’s file integration options are flexible and allow you to move faster.​

File imports to Salesforce

Files come in a lot of different formats.  Configure your mapping to any field in Salesforce and use data transformation options to ensure your data fits perfectly.  Available with all SmartConnect plans.​

Trigger real-time or on a schedule from your folder.

SmartConnect’s file integration from local locations, FTP/SFTP, Microsoft OneDrive, and Microsoft SharePoint folder locations. Available with all SmartConnect Plans.​

Run integrations from the SmartConnect Excel-Add-in

End users love this feature.  Allow users to select integrations and run them right from Excel.  Included with all SmartConnect Plans.​

Refresh reports into Excel with the Popdock Excel Add-in

End users love this feature as well.  Refresh any Popdock standard or custom list with customizations into Excel.    Included with all Popdock Plans.​

Export and email Popdock Reports to Files on a Schedule

Create advanced, customized Popdock reports with Salesforce data and send them to the right people on your schedule. Available in the Popdock Premium Plan.

Outcomes Delivered​

  1. Enhance productivity​
  2. Reduce errors​
  3. Manage data with ease.

Licensing Required​

SmartConnect Basic Plan​

Popdock Basic Plan

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eOne’s data management suite is used by the world’s most iconic brands for core ERP integration and automation processes.