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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.

Highlights

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.

Provider Details

Addepar, Inc.
335 Madison Ave, 25th floor, New York, NY 10017

Pricing Details

Addepar Widget

$0.99 USD/company/one-time payment

Free trial available for 30 days

Lowest Starting Price