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Salesforce Financial Services Cloud

Self-service installation is not available yet

Salesforce Financial Services Cloud is not yet available to install.

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What Salesforce Financial Services Cloud would access

Data accessed

  • Documents
  • Attachments
  • Contacts
  • Metadata
  • Audit events
  • Webhook status

Authentication

  • OAuth 2.0
  • Webhook Signing Secret
How connecting will work

A workspace administrator authenticates with Salesforce Financial Services Cloud, reviews the permissions above, maps the fields and templates the connector should use, and runs a test before anything is activated. Nothing is connected without an administrator completing that review.