Salesforce App

Lets you use the AgilePoint NX Work Center and Manage Center in Salesforce. Dashboard lets you manage your AgilePoint tasks and processes from Salesforce. The Manage Center gives you access to AgilePoint NX administration.

This section gives information about how to use AgilePoint NX App for Salesforce.

Video: AgilePoint NX App for Salesforce

Get Started

  1. Add the AgilePoint NX App for Salesforce from Salesforce AppExchange
  2. Configure the AgilePoint Custom Settings for the AgilePoint NX App for Salesforce
  3. Configure the AgilePoint Remote Site Settings for the AgilePoint NX App for Salesforce
  4. Associate an AgilePoint Process in Salesforce

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