We are excited to announce a host of improvements to our Salesforce Integration. The upgrade will allow you to:
- Auto-Append Updates: Automatically append WealthEngine data to new or existing records in SF based on your specific criteria
- New Criteria Added: Lead Source, Record Type, Time since last WE screen, On Edit of Record
- Report Updates: New Overview Canned Reports added and Custom Report Types
- Lightning Updates: Updates to themes to comply with the Spring ’18 release
- Bug Fixes: Specific fixes to bugs and error messaging as reported by our customers
WealthEngine for Salesforce is now streamlined for screening and prospecting. Join us to learn more about how these new capabilities can help you fuel your next wealth-aware campaign.