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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.

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