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Catchlight℠ Integration for Salesforce

By Fidelity Investments

Powerful insights to help you grow your business

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Industries
Financial Services
Business Need
Productivity
Marketing
Sales Intelligence
Requires
Sales Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Financial Services Cloud

The Catchlight® Integration for Salesforce allows you to seamlessly enrich your contacts with insights, like the Catchlight Score™, estimated investable assets, life events to save time and deliver a more streamlined experience for your business growth.

  • Catchlight Overview

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
Enterprise
Unlimited

App Details

Version
catchlight_prod/ver 0.155 0.155.0
Listed On
10/23/2023
Latest Release
05/08/2026
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 5
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 2
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.
0.1.2
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.
05/08/2023

Additional Details

Catchlight, incubated in Fidelity Labs, is dedicated to helping advice professionals be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps quickly identify which leads to pitch and how to best engage them. The Catchlight® Integration for Salesforce allows you seamlessly enrich your contacts with insights, like the Catchlight Score™, investable assets, and life events to save time and deliver a more streamlined experience for your business growth.

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Fidelity Investments

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