Addepar Widgets for Salesforce
By Addepar, Inc.
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $0.99 per company, one time
- Listed since
- 2022
About Addepar Widgets for Salesforce
Salesforce Components for Accessing Addepar Capabilities
The Addepar Widgets for Salesforce can be added to any Salesforce record page.
Data access is governed by Addepar permissions to ensure data is only visible to authorized users.
A comprehensive configuration guide is available on Addepar's Integration Center for further reference.
Highlights
- Use the Analysis Viewer to display customizable Addepar views in Salesforce.
- Use the Reports Widget to conveniently run and download Addepar reports in Salesforce.
- Use the Performance Widget to display key performance metrics and balances in Salesforce.
Screenshots
Image 1 of 3
Pricing
Paid, from $0.99 per company, one time.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Addepar Widget | $0.99 per company | One time | 30 days |
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 23, 2022
- Industries
- Financial Services
- Languages
- English