Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud

Envestnet | Yodlee Financial Data Aggregation Platform

Compatibility

Compatible Salesforce Products This solution is tested to work with and extends the value of these products, but doesn't require them.: Financial Services Cloud

Salesforce Editions: Enterprise
Unlimited
Force.com

Supported Languages: English

Additional Requirements

Must have a Yodlee implementation to either an online banking or client portal in addition to the package.