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Addepar Widgets for Salesforce

By Addepar, Inc.

Salesforce Components for Accessing Addepar Capabilities

Starting at $0.99   USD/company/one-time payment
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Industries
Financial Services
Business Need
Analytics
Requires
Sales Cloud
Service Cloud
Compatible With
Financial Services Cloud

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

Compatibility

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

App Details

Version
Addepar Widgets/ver 2.15.0 2.15.0
Listed On
10/07/2022
Latest Release
06/09/2026
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.
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
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: 9
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 5
App Builder: 2
Community Builder: 2
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.
0.8.0
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.
08/23/2022

Additional Details

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.

Need help?

Addepar, Inc.

335 Madison Ave, 25th floor, New York, NY 10017

If you are a client, contact us through the support tool in your Addepar application or contact our support team at (855) 464-6268, option 2. If you are a partner, contact partner support at partnerships@addepar.com.

Other ResourcesTerms & Conditions