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Wealth Access for Salesforce Financial Services Cloud
Enterprise Customer Data Unification.
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
- Custom Tabs
- Custom Apps
Lightning Components
- Global
- App Builder
- Community Builder
Compatibility
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- English
Additional Requirements
Requires a firm-level Wealth Access subscription.