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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 further Document Production Center enchancements


Leandi Kolver on March 14, 2019

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

Read now
author

Kurtosys Platform


Latest Kurtosys release introduces new Document Production Center features


Leandi Kolver on February 19, 2019

The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center.

Read now
author

Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

Read now

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