Help & Support
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Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
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The Ridgeline Connector For Salesforce
Access Ridgeline Client and Portfolio Data within Salesforce
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
- Custom Tabs
- Custom Apps
Lightning Components
- Global
- App Builder
- Community Builder
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
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