MenuAgentExchange
SalesforceSlack

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?

Roostify for Salesforce

By Roostify, Inc.

Salesforce to Roostify and back again. No developers needed.

No Ratings
Paid Add-On Required  

Payment required for external services or products

Try It
Business Need
Finance

The Roostify for Salesforce app helps mortgage teams seamlessly manage their loan pipelines using both Salesforce and Roostify.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Person accounts must be enabled to use this app

App Details

Version
Roostify/Roostify Phase 2 2.0.0
Listed On
09/05/2019
Latest Release
03/02/2022
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.
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: 7
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 6
App Builder: 2
Community Builder: 2
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.
07/18/2019

Additional Details

The app enables leads created in Roostify to be seamlessly pushed to Salesforce, eliminating the need for manual entry or a lender-built integration. Lenders leveraging Roostify’s lead gen tool suite, including the DecisionBuilder lead capture tool, can now enjoy greater ease of use, streamlined workflows, and lower operational costs. After leads are qualified in Salesforce they can quickly converted into new Roostify loan applications with the click of a button. Once applications have been completed and submitted, newly captured Roostify data can be pushed back into Salesforce. The Roostify for Salesforce package is built using the standard Financial Service Cloud objects and is maintained by Roostify.

Need help?

Roostify, Inc.

Other ResourcesTerms & Conditions