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 28 days ago Tracking Investor Progress in FundSubAutomated onboarding with FundSub (Primary Investor)Table of Contents Integration use case
