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Digital Clipboard Connecter
Digital client onboarding for financial services.
$50 USD/user/month
- Business Need
- Productivity
Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
Additional Requirements
Digital Clipboard app
App Details
- Version
- Digital Clipboard/Spring 21 1.1.0
- Listed On
- 08/25/2022
- Latest Release
- 08/25/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community 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.
1.1.0
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.
06/23/2021
Additional Details
Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin
Need help?
Digital Clipboard
London, England, United Kingdom
Support Phone+44 0 203 290 8096