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View Financial Accounts in Salesforce

Contents

Introduction

The integration with Salesforce allows you to see financial account data from Tamarac Reporting within Salesforce.

When you want to drill down into financial details, you can quickly jump from Salesforce to your Tamarac Reporting Dashboard, which automatically displays the corresponding Tamarac Reporting financial account.

Before You Start

For most Salesforce configurations, Financial Accounts not linked to a Household in Tamarac Reporting will be displayed in the Tamarac app Financial Accounts object.

If your Salesforce installation requires a Financial Account to be assigned to a Household for integration, any Financial Accounts not assigned to a Household will not be synced to Salesforce. Set a default Household in configuration to ensure successful integration.

You must complete the mapping configuration to see Tamarac Reporting data in any version of Salesforce.

For more information on which Tamarac financial account fields you can view in Salesforce, see Integration Reference Guide.

View Financial Account Data in Salesforce

Where you see financial account data depends on the version of Salesforce you use.

When opening a financial account in Tamarac Reporting using Open in Tamarac, Tamarac Reporting automatically opens to your Dashboard and uses contextual linking to display the most relevant data:

• If the financial account is linked between Salesforce and Tamarac Reporting, the Dashboard displays the specific financial account's data.

• If the financial account is not linked, Tamarac Reporting searches for the corresponding account number and displays that data.

• If there no corresponding account number is available, your Tamarac Reporting Dashboard displays the financial account most recently viewed.

Using the Tamarac App

If you are using Classic Sales Cloud or Sales Cloud with Lightning Experience, you can use the Tamarac App to view Contacts, Accounts, and Financial Accounts.

To view Tamarac Reporting financial account information in Salesforce using the Tamarac app:

1. Open the Tamarac app.

2. Click the Financial Accounts tab. Click All to view all accounts. You will see the Tamarac Reporting data for the fields you mapped and added to the page layout.

   

   You can see an overview of the Financial Accounts here, including account name, number, managed value, contributions and withdrawals, and more.

3. Click the name of the Financial Account you want to open to view further details.

Click Open in Tamarac from Salesforce any time to jump straight to the corresponding Tamarac Reporting record.

Using a Custom Financial Accounts Object

If you use a custom Financial Accounts object, the Financial Account object in the Tamarac app will not be activated. Instead, you map Tamarac fields to existing custom Financial Accounts object fields to view Tamarac data in the custom Financial Accounts object.

To view Tamarac Reporting financial account information in your custom Financial Accounts object:

1. Open up the Salesforce app that includes the custom Financial Account object.

2. Click the Custom Financial Accounts tab.

   

3. Click All to view all accounts. You will see the Tamarac Reporting data for the fields you mapped and added to the page layout.

   

4. Click the name of the account you want to open to view further details.

Click Open in Tamarac from Salesforce any time to jump straight to the corresponding Tamarac Reporting record.

Using Financial Services Cloud

If you use Financial Services Cloud, the Financial Account object in the Tamarac app will not be activated. Instead, you map Tamarac fields to existing Financial Services Cloud fields to view Tamarac data in Financial Services Cloud.

To view Tamarac Reporting financial account information in Salesforce using the Financial Services Cloud app:

1. Open the Financial Services Cloud app.

2. Click the Financial Accounts tab. Click All to view all accounts. You will see the Tamarac Reporting data for the fields you mapped and added to the page layout.

   

   You can see an overview of the Financial Accounts here, including account name, number, total value, managed value, contributions and withdrawals, custodian, and more.

3. Click the name of the account you want to open to view further details.

Click Open in Tamarac from Salesforce any time to jump straight to the corresponding Tamarac Reporting record.

View Household Rollup Values from Tamarac Reporting in Salesforce

Some broad Household financial data from Tamarac Reporting is rolled up in Salesforce, providing a quick summary of an Account's financial status. For example, if you have a client on the phone and want to refresh your memory on their family's AUM, you will find their total managed value in the Salesforce Account record, along with total value (including unmanaged assets) and management fee.

These rollup values come across to linked Households upon sync with your portfolio accounting system.

To see Household Financial Account values in Salesforce:

1. Open the desired Account record.

2. Scroll to the location on the page where you added the Household rollup financial data. You determine this location when you configure page layout.

Click Open in Tamarac from Salesforce any time to jump straight to the corresponding Tamarac Reporting record.

Not included in the rollup:

• Financial Accounts for unlinked Households. Totals only sync for linked Households.

• Financial Accounts not in Tamarac Reporting. Only accounts in Tamarac Reporting are added to the Household rollup. If you create a Financial Account in Salesforce, it will not be included in this rollup value.

• Assets and liabilities added to the Household in Tamarac Reporting for Net Worth reporting purposes.