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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 DXM enhancements to make site management even more effortless


Leandi Kolver on November 27, 2019

The feature enhancements included in this release will help you streamline your site management process, enable you to make changes more easily and ultimately get your websites and digital experiences out faster – leading to an overall better investor experience.  

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author

Kurtosys Platform


Latest Kurtosys release includes DXM domain management upgrade, document distribution enhancements


Leandi Kolver on October 31, 2019

We’re excited to announce the latest Kurtosys release which comprises DXM domain management upgrades and Document Production Center feature enhancements to further improve the user experience of our platform. 

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author

Kurtosys Platform


Latest Kurtosys release introduces deeper snapshot integration, enhanced functionality


Leandi Kolver on September 18, 2019

We’re excited to announce the latest Kurtosys release which comprises deeper snapshot integration for WordPress sites.

Read now

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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.