Guides & Resources

Integration of a FinTech Platform with Salesforce

Integration with Salesforce

Need CRM? Want to integrate your FinTech platform with Salesforce? Learn what hurdles you may face and how to get over them.

Salesforce is a popular customer-relationship management (CRM) platform. It allows financial professionals holistically view each client and build customer relationships. This is why many B2B FinTech platforms aim to integrate with Salesforce.

 

Download this 19-pages white paper to learn:

  • How to avoid rework during and after the integration process.
  • What to consider to prevent data from being damaged or lost.
  • When the integration may be blocked.

The white paper includes examples of:

  • Data mapping;
  • Data update rules;
  • UI of mapping and rules setup pages.

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