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Addepar Widgets for Salesforce
by Addepar, Inc.SalesforcePaid
Add widgets to Salesforce record pages for Addepar views, reports, performance metrics, and balances.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Adds Addepar widgets to Salesforce record pages. The Analysis Viewer displays customizable Addepar views, the Reports Widget runs and downloads Addepar reports, and the Performance Widget displays performance metrics and balances. Data visibility follows Addepar permissions.
Key capabilities
from the Salesforce AppExchange listingAnalysis Viewer
Displays customizable Addepar views in Salesforce.
Reports Widget
Runs and downloads Addepar reports in Salesforce.
Performance Widget
Displays Addepar performance metrics and balances in Salesforce.
Record Page Placement
Allows Addepar widgets to be added to any Salesforce record page.
Permission-Based Access
Uses Addepar permissions to govern data visibility.
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The Addepar Widgets for Salesforce can be added to any Salesforce record page. Data access is governed by Addepar permissions to ensure data is only visible to authorized users. A comprehensive configuration guide is available on Addepar's Integration Center for further reference. Use the Analysis Viewer to display …»