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Productive Finance

By Productive software ltd

Credit score, pension, saving, loans, mortgage, insurance and more.

No Ratings
$50   USD/user/month
Industries
Financial Services
Business Need
Sales
Customer Service
Marketing
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

The product is a management tool based on the Salesforce platform which allows finance agencies and businesses from the finance industry to enrich and analyze their data with our services ( BDI - credit score, Mislaka - finance overview, insurance etc )

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud

App Details

Version
Productive Finance/version 1.0.1 1.0.1
Listed On
02/25/2024
Latest Release
02/25/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 15
Custom Tabs: 8
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.1
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/23/2024

Additional Details

Productive Finance allows to get finance data and analytics directly to Salesforce, with seamless integration to DBs and data providers. Credit score, pension, saving, loans, mortgage and insurance informations are part of the optional financial data which is available by just a few clicks directly to the salesforce platform. Except the data enriching, Productive Finance offers data analytics and automations that reduces the manual work while assisting finance agencies to provide fast and focused service, priorities tasks and increase the revenue.

Need help?

Productive software ltd

Tel Aviv

Support Phone+972506582131
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