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.

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 (Classic, Salesforce) - Details about the screens in the Dashboard app.
• Manage Center for Salesforce
• Set up AgilePoint Process History in Salesforce
• Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?