Starting at $35 USD per Seat per month + You Earn Revshare
Financial Products for Salesforce is the fast and easy way to use existing Salesforce Contact Data to generate personalized financial solutions for your clients, including: Personal Loans, Student Loan Refinancing, and Savings Accounts.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.