Advent APX to Salesforce Integration Packages Pricing Sheet
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The document outlines integration packages for Advent APX to Salesforce using the Informatica Cloud integration platform, which requires no coding and is easy to maintain. It specifies that customers must have Salesforce implemented, provide clean data, and are responsible for reporting and job scripting on the Advent APX side. Estimated project costs range from $19,297 to $31,297, with varying timelines of 4 to 10 weeks depending on the complexity.
Advent APX to Salesforce Integration Packages Pricing Sheet
- 1. Mansa Systems | 415.293.8297 | info@mansasys.com Mansa Systems | 415.293.8297 | info@mansasys.com Advent APX to Salesforce Integration Packages Highlights Integration using Informatica Cloud integration platform No coding required Easy to maintain the integration process Baseline integration templates available Assumptions Customer already implemented Salesforce and Advent APX Data is clean and no data cleanup required Customer is responsible for all reports, import/export processes, and job scripting on Advent APX side for import/export of required data Cost & Estimates Estimated project costs and timelines are guidelines only. We will provide detailed statement of work once we discuss the specific requirements with the customer Informatica Cloud is a middleware that will have additional subscription cost. List price is $1000 per month. Data Interfaces Tall Grande Venti Advent APX Salesforce Clients and Contacts Accounts, Person Accounts, or Contacts Portfolios Financial Accounts or Portfolios Client – Portfolio Relationships Client – Portfolio Relationships Market Value Portfolios custom fields Realized Gain / Loss Portfolios or Custom Object Performance Portfolios or Custom Object Contact Groups Relationship Groups or Households Contact Group Members Relationship Group Members Positions Holdings or Custom Object Securities WM Assets or Custom Object Activities Activities Approximate Timelines 4 - 6 weeks 6 – 8 weeks 8 -10 weeks Approximate Project Cost $19297 $24297 $31297