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Salesforce to Filogix Expert Two Way Integration

By WebSolo

Create and submit client's applications from Salesforce to Filogix

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Free  

Never requires payment

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Industries
Financial Services
Business Need
Sales
IT & Administration
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

The "Salesforce to Filogix Expert Two Way Integration" solution was built in partnership with Finastra financial software company to let mortgage advisors create and submit client's applications from Salesforce to Filogix.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales 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
Marketing Cloud Engagement
Salesforce Editions
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Filogix Integration/FLTWI 10 2024 1.13.0
Listed On
01/19/2024
Latest Release
10/31/2024
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: 15
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 1
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.
1.7.0
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.
01/17/2024

Additional Details

In direct collaboration with Finastra and Canadian lender companies we’ve built an application which allows mortgage advisors to create, submit and pull back client's applications from Salesforce to Filogix Expert and vice versa, using secured API connections. The application mimics Filogix Expert UI and allows mortgage brokers to work comfortably with familiar interface and do not spend time on learning new tools. Recently Filogix released a new API version which supports Two Ways integration. This gives mortgage advisors additional capability to pull and sync updated in Filogix Expert mortgage application back to Salesforce.

Need help?

WebSolo

Ottawa, ON, Canada

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