
Integrations
Addepar Widgets for Salesforce
The Addepar Widgets for Salesforce embed Addepar capabilities directly into your Salesforce org. Use the Performance Widget to display key performance metrics and balances. Use the Analysis Viewer to display customizable Addepar views. Use the Reports Widget to run and download Addepar reports.
Ad-hoc Portfolio Analytics |
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Customizable Insights |
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Ad-hoc Report Generation and Download |
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Contextual Links into Addepar |
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User-Based Authorization |
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Authentication |
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Capabilities |
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Transmission type |
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Frequency |
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Required access level |
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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 GuideInstall Managed Package
Go to the Salesforce AppExchange and install the Addepar Widgets for Salesforce package.
Configure Integration in Salesforce
Follow the Configuration Guide to set up the integration in your Salesforce org.
Authorize Users in Addepar
Manage users access for the integration in Addepar.