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Q2 HDX

By Q2

Q2 Human Digital Experience for Salesforce

No Ratings
Starting at $2,000   USD/company/month

Discounts available for nonprofits

Industries
Financial Services
Business Need
Customer Service

Q2 HDX is an industry-first integration between the Q2 digital banking platform and the Salesforce Financial Service Cloud/Sales Cloud Platform, setting the stage for deeper relationships and simpler, faster, 360-degree engagement across both platforms.

Compatibility

Salesforce Editions
Enterprise

App Details

Version
Q2 HDX/Q2HDX 1.107.5
Listed On
11/14/2019
Latest Release
03/03/2022
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: 5
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 3
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.
1.107.5
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.
02/07/2022

Additional Details

Q2 HDX lets FIs deliver outstanding account holder experiences by merging digital and in-person interactions into one interface within Financial Services Cloud or Sales Cloud. Customer service representatives (CSRs) at FIs have historically had a limited view of their account holders’ user profiles and have had to access multiple separate systems to serve their customers. Now CSRs can access digital banking channels directly through Salesforce as they work with clients to manage their cases and meet their needs. HDX provides a complete view of each account holder and enables FIs to deliver improved financial experiences by sharing intelligent customer insights directly from Q2’s digital solutions. These insights will drive personalized relationships, help FIs target product offerings, and enable CSRs to better manage customer service requests via integration with Financial Services Cloud. *By completing this form, you agree that the information provided may be stored and handled in accordance with our https://www.q2.com/privacy-policy

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Q2

Austin, Texas

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