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We are excited to announce the launch of our integration with Salesforce, which gives advisors the ability to send clients invitations to Flourish and prefill applications with the click of a button. The integration also provides advisors with visibility into client assets by providing information about clients' held-away cash, including Flourish balances, statutes, and account types – all from within Salesforce.∆
Read on to learn more about the integration. To get started, have a Salesforce administrator at your firm reach out to our team at advisors@flourish.com and access the detailed integration guide here.
"The Salesforce integration allows a seamless way to invite my clients to use the Flourish platform. The integration dynamically updates my clients values right back into the CRM for fast reporting," said Tony de Santis, President of True Classic Wealth. "The installation process was made very easy by the entire team, who even helped me with Salesforce features that I had no idea how to use. I highly recommend anyone using both Salesforce and Flourish to use this tool to maximize operational efficiency to strengthen the bond with your clients."±|
The new package developed for Salesforce is compatible with:
- Practifi
- Salentica
- Sales Cloud
- Salesforce Financial Services Cloud
- XLR8
Sending invitations
Advisors can easily send clients an invitation to Flourish from directly within Salesforce with the option to prefill client information.
Viewing client account information
Advisors can view Flourish balances, statuses, and account types providing increased visibility of clients' held-away cash.
Interested in enabling this integration? You can get started by having a Salesforce administrator at your firm reach out to advisors@flourish.com. Learn more in our detailed integration guide below.
