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WealthEngine Insights for Salesforce
Wealth Screening, Prospect Research, Data Analytics & Predictive Models
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
- Custom Tabs
- Custom Apps
Lightning Components
- Global
- App Builder
- Community Builder
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- English
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.