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Home > Tamarac Reporting > Integrations > CRM Integrations > Salesforce Integration > Use the Tamarac App > Learn More About Using the Salesforce/Tamarac Integration
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Learn More About Using the Salesforce/Tamarac Integration
Link Existing Tamarac and Salesforce Records
Learn how to link existing Tamarac and Salesforce records, either individually or in bulk and how to audit records for links using bulk data exporting in Tamarac.
Edit Client or Household Information
When linked, you can edit a record in Tamarac Reporting or Salesforce and seamlessly sync to the other system.
Impact of Editing an Account on Household Assignment
Change Account assignment in Salesforce and sync directly to Tamarac Reporting. Approval for this change is required.
Create New Clients, Households, and Financial Accounts
Use the integration to create new clients and Households in Tamarac Reporting directly from Salesforce.
View Financial Accounts in Salesforce
See Tamarac Reporting financial account values, dates, and activity right within Salesforce, or jump from Salesforce to a specific Tamarac Reporting record with one click.
If you use Salesforce Financial Services Cloud and you started using this integration after March, 2021, the following pages describe functionality that's unique for your integration. Any other functionality is the same for integrations with all the versions of Salesforce.
Create New Clients, Households, and Financial Accounts for Financial Services Cloud
Use the integration to create new clients and Households in Tamarac Reporting directly from Salesforce.
View Financial Accounts in Salesforce Financial Services Cloud
Learn how to view Tamarac financial data in your Salesforce Financial Accounts.