MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
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

Have Questions?

Envestnet | Tamarac

By Envestnet, Inc.

Wealth Management powered by fully connected CRM data

No Ratings
$10   USD/user/month
Industries
Financial Services
Requires
Sales Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Financial Services Cloud

Bidirectional connection between our wealth management technology and an industry-leading CRM for instant access to client data. This integration enables up-to-date Account & Contact details, on-command Financial Account values, & SSO access to Reporting.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Tamarac-Core/Stegosaurus 0.4.0
Listed On
09/19/2023
Latest Release
09/19/2023
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.
No Limits
Lightning Ready
Person Accounts
Managed Package
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: 3
Custom Tabs: 0
Custom Apps: 0
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.
0.4.0
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.
09/21/2022

Additional Details

Tamarac’s Salesforce Sales Cloud and Financial Services cloud integration simplifies workflows and empowers financial advisors with better client awareness though a highly configurable app. The integration includes: 1. Push-button Client and Household Creation 2. Event-driven Client and Household Data Sync 3. Single Sign-on with Context 4. Financial Account Data Sync For more information or to discuss configuration and deployment, contact Tamarac support at tamaracsupport@envestnet.com

Need help?

Envestnet, Inc.

Other ResourcesTerms & Conditions