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The Ridgeline Connector For Salesforce

By Ridgeline

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Rating
Not rated yet
Reviews
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Pricing
Free to install
Listed since
2022

About The Ridgeline Connector For Salesforce

Access Ridgeline Client and Portfolio Data within Salesforce

The Ridgeline Connector for Salesforce provides Salesforce users visibility into up-to-date Ridgeline client portfolio performance reporting and trading data. The connector is installed and configured within your Salesforce organization, with minimal setup and no customization needed in Ridgeline.

Highlights

  • View the latest client, portfolio, and performance data from Ridgeline directly in the Salesforce interface.

Screenshots

Unify your client and portfolio data

Image 1 of 2

Unify your client and portfolio data

Pricing

Free to install.

Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates. https://www.ridgelineapps.com/about

Compatibility

Works with
  • Service Cloud
  • Financial Services Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on March 25, 2022
Industries
  • Financial Services
Languages
  • English