XpressDox Salesforce Integration
Access your Salesforce data from XpressDox Word or Web, or even run templates from within Salesforce
If you are need to use Salesforce data in your templates, XpressDox offers out of the box integration for Word Desktop, Web, or via the XpressDox API.
How to integrate Salesforce with XpressDox
When it comes to using Salesforce data in your templates, XpressDox is way ahead of the other systems on the market.
Benefits of Salesforce/XpressDox Integration
No software development required to integrate Salesforce data with XpressDox templates
Fast, scalable integration, efficient connection pooling
Avoid recapture time and prevent errors in data capture
Import Salesforce data into templates or merge templates from within Salesforce
Write data back to Salesforce (requires permissions)
Perform SOQL queries from XpressDox database connector