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Wolters Kluwer Expere® Doc Gen Integration

Achieve document compliance certainty enterprise-wide

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Productivity
Analytics
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Wolters Kluwer Expere Subscription Wolters Kluwer Implementation

App Details

Version
Wolters Kluwer Expere® Doc Gen Integration/ver 0.7 0.7.0
Listed On
10/09/2025
Latest Release
10/09/2025
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
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: 21
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 8
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.
0.3.0
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.
06/03/2025

Additional Details

One solution—every asset class Your documents must be compliant across every asset class—consumer, commercial, and mortgage. Expere is fully automated and helps ensure consistency and compliance. Efficient automation Lose the spreadsheets and time-consuming manual processes. Reduce errors and accelerate document generation. Rules-driven Expere integrates seamlessly with all major LOS, AOS, and other origination systems. It ensures consistent application of compliance rules and allows you to dynamically generate content fast. Plus, it provides the transparency required for efficient audits. Compliance warranted Wolters Kluwer is a trusted resource with close relationships with the CFPB, FRB, OCC, FDIC, NCUA, and other federal and state regulators and government-sponsored enterprises. Our experts continually identify, review, track, and analyze new legislation, regulations, regulator information, and case law across all 51 U.S. jurisdictions. Single-platform simplicity Expere® is the one platform you need for document generation across your lending, deposit, and servicing businesses with a single interface that creates a consistent user experience.

Need help?

Wolters Kluwer

Alphen aan den Rijn, The Netherlands

Wolters Kluwer support is available Monday through Friday 7:00 am - 7:00 pm CST. Customers may contact support for questions related to Expere including document auto-selection, system disruptions, compliance questions and content field mapping questions

Support Phone1-800-274-2711, ext. 1126618