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Choose Your Salesforce Installation to Start Onboarding

The onboarding steps you follow to set up the Salesforce integration depends on which installation of Salesforce your firm uses. Choose your firm's Salesforce installation to proceed.

Financial Services Cloud

Learn More About Salesforce Integration Onboarding with Financial Services Cloud

Learn all the workflow steps in the onboarding process for firms using Financial Services Cloud.

Classic Sales Cloud, Sales Cloud with Lightning Experience, Sales Cloud with a Custom Financial Account Object

Learn More About Salesforce Integration Onboarding with Non-Financial Services Cloud

Learn all the workflow steps in the onboarding process for firms using Classic Sales Cloud, Sales Cloud with Lightning Experience, Sales Cloud with a Custom Financial Account Object.

This also applies to firms that use Financial Services Cloud that were onboarded before March, 2021.