Case Study Tag: Salesforce Integration

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UK Based Information Company

  • The primary purpose of this project was to utilize the Apttus X-Author for Excel (XA) application to insert Excel spreadsheet data into Salesforce.com (SFDC) using source data originating from an third party website that collects the data on behalf of the client
  • The XA enhancement to the existing spreadsheet functionality should allow users to import the source data and create new Account, Contact, Asset Line Item, and other related Fulfillment and Billing Management records for online orders placed for magazine subscriptions, webinars and seminars