Integrations
Addepar Widgets for Salesforce
See account balances and performance metrics in an instant with Addepar's performance widget in Salesforce.
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Increase transparency |
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On-the-go access |
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Authentication |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide1
Install Addepar Widgets
Go to the Salesforce App Exchange and install Addepar Widgets.
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Set up the integration
Configure default and authorization settings in Salesforce.
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Add the widget to Salesforce pages
Drag, drop, and configure the widget to appear on pages in Salesforce.
Following setup
After setting up the integration, each user will need to complete a short authorization process to access the widget.