Salesforce Integration Coming Soon

Soon, users of Salesforce and eMoney will be able to create a seamless workflow between both systems with a new bidirectional integration. Coming this fall, the integration will be available as a readymade plugin on the Salesforce AppExchange.

The eMoney Salesforce plugin features:

  • Seamless movement between platforms with single sign-on from Salesforce to the eMoney Client Overview and Homepages.
  • Streamlined client creation from Salesforce into eMoney to expedite onboarding and provide consistent data syncing.
  • Visibility into eMoney client information, notes, tasks, and alerts from within Salesforce for a unified view across systems.

Stay tuned for more on the Salesforce integration coming this fall!

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.