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The Ridgeline Connector For Salesforce

By Ridgeline

Access Ridgeline Client and Portfolio Data within Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Requires
Sales Cloud
Compatible With
Service Cloud
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Ridgeline subscription required. Contact the Ridgeline team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates. https://www.ridgelineapps.com/about

App Details

Version
Ridgeline Connector/Ridgeline Connector 0.1.0
Listed On
10/26/2022
Latest Release
10/26/2022
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.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
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: 5
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community 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.
0.1.0
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.
03/25/2022

Additional Details

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.

Need help?

Ridgeline

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