The Sertifi solution seamlessly integrates with leading CRM systems like Salesforce through pre-built integrations and applications, single sign on providers, and document generation tools.
You can download the Sertifi app from the Salesforce AppExchange and use it with the following applications:
- Salesforce Classic
- Salesforce Lightning
- Salesforce CPQ
- Amadeus Sales & Event Management Advanced (formerly Delphi.fdc)
Single Sign On (SSO)
Control access to your Sertifi portal by using your single sign on provider to authenticate users with their enterprise ID. For more information, see Sertifi SSO.
Document Generation Tools
Sertifi also offers plug-ins with the following applications that you can run directly from Salesforce: