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Terafina Omni Channel Sales Platform

By Terafina

Omni Channel Sales Platform for the Financial Services Industry

No Ratings
Starting at $25   USD/user/month
Industries
Financial Services
Business Need
Sales
Requires
Platform Cloud
AppExchange Partner Products

Terafina provides a Fully Integrated Omni Channel Sales Platform for Financial Institutions. The Application provides a seamless sales experience combining digital, call center & branch sales in one platform for all key banking products.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
terafina-tffa/30.0 30.0.0
Listed On
09/02/2019
Latest Release
06/09/2026
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Lightning App Builder
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: 188
Custom Tabs: 63
Custom Apps: 4
Lightning Components
Global: 71
App Builder: 1
Community Builder: 0
Languages
English
French
Simplified Chinese
Spanish

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.
16.0.1
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.
07/14/2021

Additional Details

The solution delivers a frictionless process to enable rapid revenue growth while lowering the cost of acquisition for targeting new and existing customers for a financial institution. The key capabilities are : Omni Channel - Unified experience across digital, call center and branch - One experience across desktops, phones and tablets Cross Sell - Combine lending and deposits products in one selling experience - Boost sales conversion by using all channels to progress and close customer experience Rapid go to market - 35+ pre-built connectors to core, LOS, KYC, funding and a mature framework to build new ones Cross Segment - Single platform to support consumer and small business segments drive deeper relationships and higher operational efficiency - Reuse customer data, integrate into common (back end) systems and cross sell across segments

Need help?

Terafina

Support Phone+1 510-573-6210
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