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Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals

Close deals 25% faster with Affinity’s relationship insights and automation

Starting at $49   USD/user/month
Industries
Financial Services
Professional Services
Business Need
Sales Intelligence
Sales Productivity
Email & Calendar Sync
Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Affinity for Salesforce/1.10 (Jun 2026) 1.10.0
Listed On
03/08/2023
Latest Release
06/09/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Salesforce Mobile
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 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.

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Affinity

San Francisco, CA, USA