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Dasseti for Salesforce

Respond to DDQs and RFPs quickly and easily

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Paid Add-On Required  

Payment required for external services or products

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Industries
Financial Services
Business Need
Finance
Sales Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
This add-on requires a license for Dasseti Engage.

App Details

Version
Dasseti/Dasseti 2.0 2.0.0
Listed On
08/05/2024
Latest Release
06/24/2025
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
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: 3
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
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.
08/02/2024

Additional Details

From small GPs to the world's largest asset managers, Dasseti Engage allows IR teams to deliver consistent information, fast, using the platforms investors prefer. With Dasset Engage, you Respond, publish and distribute up to date information to allocators with a single solution. Connect your Salesforce teams with your IR teams using Dasseti for Salesforce - allowing them to create, track and report on Requests stored in Dasseti.

Need help?

Dasseti Inc

Please contact Dasseti support by email. Our client support team will assist you with this app.