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Flourish Integration for Salesforce

By Flourish

Empowering financial advisors

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

The Flourish integration for Salesforce allows financial advisors to send invitations and prefill client applications with a click of a button, as well as view information on their clients' Flourish accounts – all within Salesforce.

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
Financial Services Cloud

App Details

Version
Flourish/v1.10 1.10.1
Listed On
09/23/2024
Latest Release
08/11/2026
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
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: 12
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 11
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.
1.0.0
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.
05/14/2024

Additional Details

Flourish creates innovative tools that empower financial advisors to expand beyond the portfolio and provide solutions for even more aspects of their clients' financial lives. Flourish empowers RIAs to offer beautifully-designed solutions that are simple and secure, elevating their brands in a competitive market. This integration enables advisors to easily and quickly send invitations, prefill applications, and view client account information all within Salesforce. For further information regarding the 2023 T3 Advisor Software Survey, visit https://info.flourish.com/news-flourish-t3-ranking. For any other additional information, visit https://www.flourish.com.

Need help?

Flourish

Our Client Support team is available via phone or email at the following hours: Hours of Availability Monday - Friday (excluding holidays) 9:00 am - 5:00 pm Eastern Time

Support Phone(833) 808-5700
Other ResourcesEmailTerms & Conditions