MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PSTOX Wealth Light - iA Integration

By PSTOX

PSTOX Wealth Light - PMS Integration

No Ratings
$250   CAD/company/month
Try It
Industries
Financial Services
Business Need
Sales
Customer Service
Finance
Requires
Financial Services Cloud
Compatible With
Sales Cloud

PSTOX Wealth Light - IA is a lightweight integration for Salesforce Financial Services Cloud that automates daily synchronization of Client and Account data from Industrielle Alliance (iA) APIs. It eliminates manual data entry, enhances advisor productivi

No reviews yet

Be the first to add a review.