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Salesforce Integration

The Kurtosys Salesforce Integration allows you to manage your Kurtosys user profiles and permissions for documents and data from within Salesforce, making user management effortless and saving you time.

 

Manage Kurtosys users, doc & data permissions within Salesforce

Save Time & Resources

Make significant savings in time and resources by managing your Kurtosys user profiles and permissions from within Salesforce.

Increased Security

Using Salesforce as a centralised source for users allows for better control and reduces risk.

Improved Distribution

Manage document and data entitlements in sync with existing Salesforce investor types.

With the Kurtosys Salesforce Integration you can easily set up Kurtosys profiles for any user already registered with Salesforce and view user entitlements within Salesforce, eliminating the need to capture personal information multiple times. If you need to give various Salesforce users access to your Kurtosys profile, the software allows you to do this in bulk.

The Kurtosys Salesforce Integration also allows you to give users access to specific data and documents in bulk from within Salesforce, saving you time and resources. Kurtosys Salesforce integration is perfect for enterprise-level companies who utilise Salesforce as a platform, managing large numbers of users and entitlements from a centralised CRM.

Add Data Entitlements

Add/replace Kurtosys user data entitlements in bulk from within Salesforce.

Manage User Profiles

Manage your Kurtosys user profiles from within Salesforce and bulk add users to your Kurtosys instance.

Set Document Entitlements

Set document entitlements for Kurtosys users, in bulk, from within Salesforce.

Salesforce Integration in Action

 

What is FundPress?

 

Learn more about the Kurtosys Platform

author

Kurtosys Platform


Latest Kurtosys release includes translation enhancements, introduces Studio


Leandi Kolver on August 06, 2019

The latest Kurtosys release includes enhancements to the translations module and the introduction of Kurtosys Studio – a module that will ultimately allow you to configure apps for your fund website with zero coding knowledge required.

Read now
author

Kurtosys Platform


Latest Kurtosys release includes FundInfo distribution, DocPress feature enhancements


Leandi Kolver on May 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease.

Read now
author

Kurtosys Platform


Latest Kurtosys Release includes further Document Production Center enhancements


Leandi Kolver on March 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.

Read now

Request a Demonstration

Whether you’re looking to build a brand new secure website or improve your data visualization, get in touch and we’ll be happy to show you.