Back

Learn More About Using the Salesforce/Tamarac Integration

All Versions of Salesforce

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.

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

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.

Financial Services Cloud Only

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.