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About the Salesforce Integration

Contents

Introduction

The powerful integration between Tamarac and Salesforce allows you to streamline daily tasks and improve efficiency. With this integration, you can:

• Create clients and households directly from Salesforce.

  Imagine onboarding a client and adding all their Salesforce Contact and Account records to Tamarac Reporting with just a few clicks, when previously you had to manually create duplicate client data from Salesforce in Tamarac Reporting.

  

• See Tamarac Financial Account Data in your CRM.

  Imagine seeing detailed financial information from Tamarac Reporting right within Salesforce, without ever opening up Tamarac Reporting. Then, if you see something in Salesforce that you want to drill into deeper, imagine using one click to jump from Salesforce directly to the relevant record in Tamarac Reporting to harness all the power of detailed reporting available there.

  

• Sync and document changes instantly.

  Imagine changing a client's mailing address in Salesforce and having it automatically update in Tamarac Reporting. Or imagine adding a client to a Household in Tamarac Reporting and having the client added to the appropriate Salesforce Account with an accompanying task documenting the change.

  

Before You Start

If you think the Salesforce integration might be right for your firm, there are some considerations to be aware of. For more information, see Before You Start: Salesforce Considerations.

Integration Features

With this integration, you can:

• View detailed financial account information from Tamarac Reporting in Salesforce.

• View and modify Household and client information in Salesforce or Tamarac Reporting and instantly sync the changes between them.

• Create Households and clients in Tamarac Reporting from Salesforce with one click.

• Automatically populate new Tamarac Reporting Households with clients from Salesforce.

• Track changes in Tamarac Reporting using automatically generated tasks in Salesforce.

The Tamarac app for Salesforce is optionally configurable both at the object level and at the field level. Your firm can determine which objects and fields should be integrated between Tamarac Reporting and Salesforce and which objects and fields should be maintained separately.

Salesforce Installations Supported

Integration is available for the following Salesforce installations:

• Classic Sales Cloud

• Sales Cloud with Lightning Experience

• Sales Cloud with Custom Financial Account Object

• Financial Services Cloud

Enable the Integration

For steps on how to enable the integration, see Learn More About Onboarding with Salesforce Sales Cloud.

Sync Frequency

The following table shows what syncing occurs with the Salesforce integration and when.

Tamarac Reporting	Directionality	Salesforce	Sync Frequency
Client		Contact	Immediately upon change being made
Household		Account	Immediately upon change being made
Account		Financial Account	Upon sync with portfolio accounting system
Events		Tasks	Immediately upon change being made