This two-way integration enables you to access data where you need it. Choose to send Addepar portfolio data to Salesforce, Salesforce account details to Addepar, or send data in both directions. This integration works with Practifi, the Financial Services Cloud (FSC), and Sales Cloud.
Last updated: 10-23-2023
See a 360° view in Salesforce
Update clients in Addepar
Improve operational efficiency
Required access level
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 Guide
Install the integration
Click ‘Get Started’ and install the Addepar for Salesforce integration v2.5. It’s helpful at this point to decide if you would like to set up the integration to sync from Addepar to Salesforce, Salesforce to Addepar, or in both directions.
Read the pre-setup checklist
Review your firm’s ownership structure and confirm you’re using the correct configuration guide.
Set up the integration
Follow the steps in the configuration guide to set up the integration.