WealthEngine Insights for Salesforce
Wealth Screening, Prospect Research, Data Analytics & Predictive Models
Package Components
Everything in the package.
- Code94
- Fields203
- Objects13
- Pages35
- Permission Sets2
- Resources66
- Tabs3
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.