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LifeSite for Salesforce

By LifeSite

Collaboratively engage with and manage your client’s most important info

No Ratings
Starting at $200   USD/advisor/year

Discounts available for nonprofits

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Business Need
Productivity

Deepen your relationship with your clients. The LifeSite solution redefines the way advisors engage with clients by empowering individuals and families to take a more active role in the management of their own wealth, estate, and well-being.

  • Welcome to LifeSite

Compatibility

Salesforce Editions
Professional
Enterprise
Developer

App Details

Version
LifeSite for Salesforce/LifeSite v4 4.1.0
Listed On
12/05/2019
Latest Release
08/15/2022
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: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 2
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.1.0
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.
12/04/2019

Additional Details

- Comprehensive Checklists: Ease the pain of client data entry with goal-based workflows that prompts your client for information related to life and advisory objectives and events. - Ultra-Secure Storage. LifeSite combines secure file access and controlled, permission-based sharing for all fields, categories, folders and documents with high-level military-grade encryption and security technology. - Pre-organized Categories: Dozens of intuitive categories means your client’s information is stored where it makes sense. Spend less time searching and more time working. - Advisor Dashboard: Activity feed that monitors changes, access, and sharing of information, files, and checklists, giving you valuable opportunities to discover and discuss changes to your client’s personal and family situation. - Real-Time Messaging: LifeSite’s platform lets you and your client communicate important changes or necessary actions for documents through encrypted messages or automatic notifications. - Anytime, Anywhere Access: LifeSite is accessible via web, mobile, and Amazon Alexa-enabled devices, allowing clients to read, store, scan and edit their files and information wherever they go.

Need help?

LifeSite

Mountain View, CA

Support Phone650.209.6321
Other ResourcesEmailTerms & Conditions