Salesforce IntegrationIntegration use case Automated onboarding with FundSub (Primary Investor) Automated onboarding with FundSub (Primary Investor + Collaborators) Automated onboarding with IDM + FundSub (Primary Investor) Retrieve subscription data Retrieve subscription documents Automated dataroom insights retrieval Updated about 2 months ago Tracking Investor Progress in FundSubAutomated onboarding with FundSub (Primary Investor)Table of Contents Integration use case
