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WealthEngine Insights for Salesforce

By Altrata

Wealth Screening, Prospect Research, Data Analytics & Predictive Models

Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Industries
Education
Financial Services
Retail
Business Need
Sales
Sales Intelligence
Requires
Sales Cloud

The industry's most accurate & actionable wealth intelligence is now delivered to you right in Salesforce. Get a 360 view of your prospects including Wealth, Demographic, Real Estate, Contact & Giving insights helping you convert more leads into revenue.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Requires a valid Salesforce.com license and a subscription to the WealthEngine platform. APIs are located and operate off of Salesforce.com Contact, Lead and Person Account records.

App Details

Version
WE Insights for Salesforce/9.15 9.15.1
Listed On
01/26/2011
Latest Release
03/16/2023
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.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
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: 13
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 2
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.
9.11.0
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.
07/09/2021

Additional Details

» Import wealth insights with a seamless, one-click experience directly in Salesforce, one at-a-time or in bulk of up to 50K records. » Add data on charitable giving, demographics, real estate, wealth, and more - 3-4x more than other providers. » Screen a list of records with a click of a button from within a Salesforce campaign, List View and/or Reports. As a result, gain insights in real-time on a group of individuals. » Automatically append wealth data when you create new leads or contacts. Thus, you can personalize your outreach to new prospects. » Find the most qualified prospects by sending net new leads to Salesforce straight from WE Search or WE Prospect. » Engage with people most likely to buy, invest, or donate, instead of wasting time on the ones that won’t. » Stay Secure and Compliant with support for Salesforce Shields encryption & SOC 2 Type II compliant. » Append custom model scores to your contacts or leads right in your Salesforce CRM, for highly precise segmentation specific to your organization.

Need help?

Altrata

New York

WealthEngine provides onboarding, training and ongoing support via phone, chat, email. Our experienced Professional Services team can help you develop and execute your sales, marketing, and fundraising programs.

Support Phone855-200-0665
Other ResourcesEmailTerms & Conditions