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PitchBook Plugin for Salesforce

By PitchBook Data, Inc.

This plug-in integrates PitchBook profiles, contacts and leads with SFDC

Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud

The PitchBook Plugin for Salesforce is an add-on module for existing users of the PitchBook Platform to integrate PitchBook data directly into Salesforce.com, providing unparalleled intelligence on the private equity, venture capital and M&A industries.

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
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Supported Browsers: Microsoft Edge, Firefox, Chrome, and Safari.

App Details

Version
PitchBook/PitchBook Salesforce Plug-in 2.4.0
Listed On
10/27/2010
Latest Release
05/19/2026
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.
No Limits
Lightning Ready
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
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.
2.0.0
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.
05/02/2022

Additional Details

PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the private equity, venture capital and M&A industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find deal data. All our research is made available in the PitchBook Platform. The PitchBook Plugin for Salesforce fully integrates with the PitchBook Platform and allows users to view, link and import data on over 2,900,000 people, 12,300,000 companies, 650,000 investors, 127,000 service providers and 64,000 limited partners directly into Salesforce. This makes this PitchBook Plugin the perfect tool for business development and networking in the investment space with its automated integration of customized intelligence such as AUM, investment types and preferences, as well as detailed contact information for all your leads in the space. PitchBook for Salesforce is available as an additional module to the PitchBook Platform. Pricing depends on firm size and number of users. Request a PitchBook Platform demonstration today by clicking on Get It Now!

Need help?

PitchBook Data, Inc.

Seattle, WA

Weekdays 1:00 am - 6:00 pm PST US: +1 (206) 257-7775 UK: +44 (0) 203-875-3504 SG: +65 6016-4771 support@pitchbook.com

Support Phone+1 (206) 257-7775
Other ResourcesEmailTerms & Conditions