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Schwab Advisor Center Integration for Salesforce

Schwab Advisor Center Integration for Salesforce

Security

Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
v3.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/25/2022
Current Version
v7.7.0

Version History

VersionRelease Date
v7.7.011/10/2026
v7.5.006/04/2026
v7.1.003/12/2026
11 more versions
v3.9.003/31/2023
v3.2.012/02/2022
v1.33.008/26/2022
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.