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Total Expert for Salesforce - the Customer for Life solution

By Total Expert Inc.

Turn Salesforce Data into Lifelong Customer Relationships

No Ratings
Paid  
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Industries
Financial Services
Business Need
Finance
Agent Productivity
Campaign Management
Requires
Sales Cloud
Compatible With
Financial Services Cloud

Total Expert for Salesforce is the modern growth engine for Financial Services, specifically designed for Lending, Banking, and Insurance. We provide a content library of compliant print and social assets, co-marketing tools, and more.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise

App Details

Version
Total Expert/Winter 2025 5.0.0
Listed On
07/14/2021
Latest Release
02/21/2025
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: 7
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.39.0
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.
06/03/2021

Additional Details

Total Expert for Salesforce extends Salesforce with the industry-specific intelligence, compliant marketing, and engagement automation your team needs to win customers for life. Engage borrowers at every financial milestone with industry-specific journey orchestration from nurture through post-close. Access a brand-controlled library of auto-personalized, compliant marketing templates pre-loaded with each loan officer's name, photo, and NMLS number. Act on Customer IQ signals credit inquiries, MLS alerts, rate and equity alerts, and life events surfaced directly in the Salesforce record. Launch RESPA-compliant co-marketing with referral partners, including rate flyers, single property websites, and auto-personalized materials with full audit trails. Initiate AI Sales Assistant calls from Salesforce workflows and surface call recordings and engagement history directly on the Salesforce record. Sync contacts bi-directionally, with full engagement activity emails, journeys, and campaigns visible inside Salesforce. Build dynamic customer profiles that combine Salesforce CRM data with with Total Expert intelligence for a complete view of every borrower relationship.

Need help?

Total Expert Inc.

Minneapolis, MN, USA

Support Phone(800) 830-9085
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