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Integrations

Addepar for Salesforce (Beta)

The re-launched Addepar for Salesforce integration allows you to schedule a highly flexible daily data sync from Addepar to Salesforce that updates existing Salesforce records representing existing Addepar entities and creates new Salesforce records for new Addepar entities.

Last updated: 05-16-2025

Flexible Entity Type Mapping

  • Map each of the 6 Addepar entity types – Household, Client, Trust, Holding Company, Fund, and Account – against a unique Salesforce Object and Salesforce Record Type combination.

Flexible Attribute Mapping

  • Map up to 10 Addepar attributes per Addepar entity type against compatible Salesforce fields.

Custom Data Model Support

  • Map not only Addepar custom attributes but also custom fields and custom objects from Salesforce.

Reliability, Speed, and Scale

  • Rely on an efficient and focused data delivery via Salesforce APIs.