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Flourish Integration for Salesforce

By Flourish

Empowering financial advisors

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Free  

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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.

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