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About Salesforce and Risk Cloud®

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer service, and other related processes from beginning to end. Risk Cloud integrates with Salesforce to automatically trigger workflows like third-party risk assessments as information and records in your CRM database change.

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Salesforce

Why Integrate With Salesforce

Automate processes

Automatically trigger workflows from one platform when opportunities, cases, accounts, or contacts are created or updated in Salesforce.

Centralize and save time

Reduce time spent searching for contract details by storing all information in a central platform.

Get actionable information

Improve risk owners’ productivity by filtering and pulling in relevant customer and partner information.

Integrate risk data across teams

Integrate Risk Cloud insights into your organization’s Salesforce modules, including support ticketing systems, public online communities, and more.

Unify data across platforms

Synchronize all standard and custom objects between Salesforce and Risk Cloud.

High-volume data transfers

Bulk load and process data from Salesforce to Risk Cloud.

10
Integration Service Hours

Expected Time to Implement

The Salesforce Risk Cloud Connector requires 10 integration services hours. Please contact your LogicGate Account Team to discuss custom integrations requiring additional capabilities not listed above.

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