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Blue Polaris Financial Metrics Enrichment
Optimize Investments, 100+ Fin KPIs and Custom Strategies in Salesforce
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Business Need
- Customer ServiceAnalyticsFinance
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService Cloud
Enrich Salesforce accounts with real-time financial data and 100+ metrics. Score tickers with 5 customizable strategies. Ideal for finance and investment sectors. Use metrics for workflows, lead and opportunity scoring.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Financial Data Enrich/Summer 24 August 16 1.17 1.17.0
- Listed On
- 09/13/2024
- Latest Release
- 09/13/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 5Custom Tabs: 2Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Business Problems Solved: 1. Data Enrichment: • Enriches Salesforce accounts with 100+ key financial metrics for public companies. 2. Data Inconsistency and Quality: • Ensures high-quality, consistent financial data for accurate reporting and analysis. 3. Manual Data Processing: • Automates financial metric aggregation, reducing manual effort and errors. 4. Performance Tracking: • Provides comprehensive metrics to analyze financial health and trends of public companies. 5. Strategic Decision-Making: • Supplies actionable insights for strategic decisions, enhancing workflows, and optimizing lead and opportunity scoring. 6. Compliance and Reporting: • Facilitates compliance with financial reporting standards and regulatory requirements. 7. Workflow Optimization: • Integrates financial metrics into Salesforce workflows to str Keywords: • Salesforce App • Public Companies • Financial Metrics • Account Data Enrichment • Stock Analysis • Performance Analysis • Data Quality • Automated Data Processing • Strategic Decision-Making • Workflow Automation • Lead Scoring • Opportunity Scoring • Compliance • Reporting Standards • Financial Health • Trend Analysis
Need help?
Blue Polaris
Indianapolis, IN, USA
• Technical Assistance: Help with installation, configuration, and troubleshooting. • User Guidance: Access to detailed documentation and best practices. • Data Integration Support: Expert advice on integrating data from Finhub.io.