Salesforce Integration

High level workflow

Anduin offers seamless Salesforce integration to automate core CRM workflows for Fund Managers. With Salesforce cards installed, data and documents can be exchanged effortlessly.

Onboarding made easy: With a 1-click invitation from Salesforce, onboard Investors or Opportunities into Anduin. Data from Salesforce prefills subscription forms, saving time. You can consolidate information in a dedicated object or use existing ones (e.g., Account, Opportunity).
Automated data sync: Completed subscriptions trigger automated data transfers to Salesforce. Similarly, you can create a dedicated object or use existing ones. To avoid overwriting production data, we recommend using a dedicated object.
Document automation: Effortlessly push subscription, AML/KYC, and other documents into Salesforce for streamlined processing.