The Ridgeline Connector For Salesforce
Access Ridgeline Client and Portfolio Data within Salesforce
Overview
The Ridgeline Connector for Salesforce provides users a unified view of Ridgeline client portfolio management data by automatically synchronizing new/updated client, contact, and portfolio data from Ridgeline to Salesforce.
View the latest client, portfolio, and performance data from Ridgeline directly in the Salesforce interface.
The Ridgeline Connector for Salesforce provides Salesforce users visibility into up-to-date Ridgeline client portfolio performance reporting and trading data. The connector is installed and configured within your Salesforce organization, with minimal setup and no customization needed in Ridgeline.
Categories
- Industries
- Financial Services
- 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.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.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- English