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Addepar Widgets for Salesforce

Salesforce Components for Accessing Addepar Capabilities

Overview

The Addepar Widgets for Salesforce embed Addepar capabilities directly into your Salesforce org.

1 of 3

  • Use the Analysis Viewer to display customizable Addepar views in Salesforce.

  • Use the Reports Widget to conveniently run and download Addepar reports in Salesforce.

  • Use the Performance Widget to display key performance metrics and balances in Salesforce.

The Addepar Widgets for Salesforce can be added to any Salesforce record page. Data access is governed by Addepar permissions to ensure data is only visible to authorized users. A comprehensive configuration guide is available on Addepar's Integration Center for further reference.

Categories

Business Needs
Analytics
Industries
Financial Services
Personas
Business User
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder