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Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals
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Affinity automatically creates, updates, and enriches Salesforce records and extends these insights into your email & browser. Additionally, Affinity accelerates deals by delivering relationship insights to help uncover warm intros and new opportunities.
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.
1.3.0
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.
02/17/2023
Additional Details
Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Trusted by more than 3,300 private capital firms, Affinity helps investment teams find deals sooner, move with greater conviction, and build an intelligence layer that compounds over time.