Salesforce App

Lets you use the AgilePoint 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.

Prerequisites

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

More Information

  • AgilePoint NX Dashboard - Details about the screens in the Dashboard app.
  • Manage Center for Salesforce
  • Set up AgilePoint Process History in Salesforce
  • Documentation for Third-Party Integrations

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party products. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.