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!