Project Description

  • Essentials

  • Premium

  • Unlimited

  • Professional (Sales Cloud/Service Cloud)

  • Enterprise (Sales Cloud/Service Cloud)

  • Unlimited (Sales Cloud/Service Cloud)

Autotask++Salesforce
Integration

All Features. Fully Managed.

$199monthly
  • One-time setup fees apply

One-time setup fees apply.

Watch the Video and Demo

Synchronization

Choice of Integration Models

TBoxHub Point-to-Point
TBoxHub Point-to-Point

TBoxHub Multipoint
TBoxHub Multipoint

Specifications

Connector Purposes To enable the timely availability of information between the applications.

To improve the quality and reliability of your data so you can call it “information”.

To provide a scalable integration platform that will reduce costs and risks as your business continues to change and grow, and ultimately reduce or prevent the need for additional resources and infrastructure.

Maintain compliance and compatibility, increase value gains as you add additional applications to your integration.

Centralized and Unified Integration Orchestration Yes
Multipoint Integration Capability
Plug in any number of additional connector endpoints to the TBoxHub to connect Financial systems or services, Data warehouse, custom apps, etc. Access or update data from/to those other systems so your data remains consistent throughout your organization.
Yes
Uni or Bi-directional Synchronization between 2 or more applications in any combination or grouping.
Hub Topology Yes

Ultimate Integration architecture for scalability and cost effectiveness.

(Free)

Host System Private Cloud

(Free)

Integration Logic Data Mapping (Standard and Custom fields), Data Transformations, Exceptions, Exclusions, Overrides, Conditions, Criteria, Workflows
Protocol Web Services (API)
Application Objects/Entities and Custom Correlation Tables Pre-built/Packaged functionality:

– Account
– Account Types
– Countries
– Contact
– Opportunity
– Task
– User
– Case or Custom Object
– Quote or Custom Object
– Product or Custom Object

All corresponding Connector Objects are fully customizable to support customer specific requirements.

Salesforce Custom Fields and Objects Full, including Pre-built Custom apps from TBoxCloud (e.g. Quotes, etc.)
Customizable Sync Options Control which data should/shouldn’t be synchronized. Configured by Object, User, Geography, etc.
DATA INTEGRITY  
Data Cleansing & Enrichment – Creates a trusted view of your information.

– Customizable algorithm to correct certain manual entries and maintain data consistency between the systems (e.g. US-> United States; USA->United States).

Data Deduplication – The built-in algorithm prevents the creation of Data duplication.

– Data Quality Reports provide current state information on the health of your data including duplications. When required, corrections can be made from the connector.

Data Consolidation – Unify your information by combining it with additional systems from other departments or external sources to go from a 360-degree to a 3-D view of your Customer, Business, and Market.
Data Backup The data backup/restore functionality can be enabled prior to setting up or making changes to the integration. The Data Backup functionality can also be enabled at regular frequency as part of a Disaster/Recovery strategy.
Automated Data Validation Diagnostics

(Identification of Data Inconsistency Between Systems)

Auto-generates reports to identify missing or unmatched data between systems that can prevent the update of certain records. Those reports contribute in maintaining good quality and reliable data across systems and the organization as a whole.)

Yes
(Fully customizable for Pre-production and Production)
FUNCTIONALITY
Exclusions Functionality

(Exclude records from being updated based on specific rules and conditions e.g. Objects, Users, Geography, etc.)

Yes
Exceptions Functionality

(Allow or prevent field data updates based on specific rules and conditions)

Yes
Overwrites Functionality

(Overwrite field data based on specific rules and conditions)

Yes
Synchronization Notifications

Know the What, When, and Where of your data synchronizations.

Yes
Synchronization Triggers – Synchronization triggers: Scheduled or real-time updates.
Full Automation of Schedules and Processes Yes
Any number of custom Schedules and Real-time triggers based on customer requirements.
International Considerations Yes

– Currency(Customizable)

– Legal Compliance

– Standard Compliance

– Geo-based Provisioning and Operations

Extreme Privacy & Security Yes

Use of Private Clouds and State-of-the-art Data Encryption
(Audited by Independent Security Firm)

Fully Managed

Provisioning, maintenance, monitoring, and support of the entire systems infrastructure.

Yes

No additional costs for:

– Infrastructure (Hardware, Software, and associated Services)

– Licenses

– Maintenance

– Monitoring

– Support

– Security

– Compliance

– Performance Management

– Resources

– Training

– Domain Expertise

Benefit-Cost Ratio High (Superior)

Not Everything Is About “Starting From Scratch

TBoxConnectPacks

Pre-packaged Connectors for faster, cheaper deployments

Share Your Data Across Additional Systems

TBoxEndpoints

We Connect Anything To Anything!

The trademarks and product names of Workday, Inc., including the mark Workday®, are the property of Workday, Inc. The trademarks and product names of Concur Technologies, Inc., including the mark Concur®, are the property of Concur Technologies, Inc. The TBoxCloud products and services are built, implemented, supported, and marketed independently by TBoxCloud, Inc.

Commercial Applications

TBoxCloud builds Salesforce Applications to enhance the Salesforce functionality and facilitate its Integration with other applications or services.

Business & Technical Consulting

As a Salesforce certified consulting partner, TBoxCloud provides expert services in both the development of Salesforce functionality and Systems Integrations.

Autotask Integrations Partner

SMBs and Enterprise Customers alike are able to leverage TBoxCloud’s Integration Connectors and Hubs to keep 2 or more of their systems synchronized.