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Moody's Maxsight™ for Salesforce
Know who you're dealing with, before you make the deal.
- Industries
- Horizontal Product
- Business Need
- Sales ProductivityAudit & Compliance
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Moody’s Maxsight™ for Salesforce helps sales teams assess compliance and onboarding risk instantly, so they know who they can do business with before building the relationship. Save time, reduce manual effort, and align early with compliance policies.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Moody's Maxsight™ for Salesforce/1.1 1.1.0
- Listed On
- 10/08/2025
- Latest Release
- 07/03/2026
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- 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: 9Custom Tabs: 3Custom Apps: 1
- Lightning Components
- Global: 3App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
Moody’s Maxsight for Salesforce assists sales teams in making smarter, faster decisions by embedding compliance and risk intelligence directly into their workflow. Before initiating a business relationship, Maxsight for Salesforce helps users assess whether a company aligns with your internal policies to save time and avoid costly missteps. Powered by Moody’s data, Maxsight provides a risk-level assessment (low, medium, or high) based on factors such as sanctions, adverse media, ownership complexities, and other compliance-related metrics. It streamlines onboarding by reducing manual research and enabling early alignment with compliance teams. Whether you're qualifying leads, expanding into new markets, or onboarding partners, Maxsight ensures you know who you’re dealing with before you make the deal. Maxsight transforms Salesforce into a compliance-aware customer relationship management (CRM), helping organizations accelerate growth while staying risk-aware. It’s the clarity and confidence your sales team needs to move fast without compromising compliance processes. A subscription to Moody’s Maxsight unified risk platform is required.
Need help?
Moody's
New York
Please contact your relationship manager, customer success manager or solutions delivery implementation specialist if you need more assistance.