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Schwab Advisor Center Integration for Salesforce

By Charles Schwab & Co., Inc.

Schwab Advisor Center Integration for Salesforce

Free  

Never requires payment

Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Financial Services Cloud

The new Schwab Advisor Center Integration for Salesforce app delivers a daily download of key account details and important alerts to help you streamline workflows and manage client accounts.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
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

App Details

Version
Schwab OpenView Gateway For Salesforce/Cash Transactions, Status Synchronization Fixes and back-end updates 7.5.0
Listed On
07/17/2017
Latest Release
05/31/2026
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
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: 51
Custom Tabs: 9
Custom Apps: 0
Lightning Components
Global: 14
App Builder: 5
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.
3.2.0
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.
04/25/2022

Additional Details

Formerly known as the Gateway for Salesforce app, the new Schwab Advisor Center Integration for Salesforce app includes the same functionalities as before, but with expanded access to include clients of Sales Cloud and Financial Services Cloud. The refreshed app gives you a simpler, more flexible way to download key account data, open accounts, and update client addresses, enabling you to choose the level of data customization and interaction that best serves your clients while helping you manage your business. With integrated workflows, you can use the client data you already have to open new Schwab accounts or update client addresses. Ready to get started? Click the Get it Now button, complete the form (or review, if already pre-filled), and submit it. Our team will reach out to you within a business day to help you get started.

Need help?

Charles Schwab & Co., Inc.

Support Phone1-888-400-5067
Other ResourcesEmailTerms & Conditions