A tailored CRM solution designed for financial services that helps advisors manage client relationships, automate workflows, and generate customized financial documents easily.
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
More Document Generation Software
More Client Service and Operations ...
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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
Salesforce AppExchange offers a wide range of pre-built, industry-standard templates for use in document generation related to financial services, such as client letters and reports. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
Users can modify existing templates or build custom templates in Salesforce using native editing tools, Flow, and partner applications. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Merge fields and dynamic variables are a core part of Salesforce template building, allowing documents to be personalized with client or case data. | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding elements like logos and color schemes can be included automatically in templates via document generation tools and Salesforce customization. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
Conditional logic is supported within Salesforce Flows and many document generation add-ons, allowing logic-driven content. | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Bulk document actions are supported via List Views, Mass Actions, and third-party integrations. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
Content library integration available through Salesforce Content/Files and conjunction with clauses/disclosure repositories. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Preview capability is standard on most Salesforce document generation solutions (e.g., S-Docs, Conga, Nintex). | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
Salesforce supports multilingual templates and localization natively and through package partners. | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
Document versioning is managed through Salesforce Content/Files and add-on DMS integrations. | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
Collaboration on live documents is enabled via Chatter and Salesforce document sharing. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Workflows and stepwise guidance can be set up using Salesforce Flows and Process Builder. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
Salesforce can insert data-driven content into documents using data from related records and external sources. |
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
Salesforce Financial Services Cloud has strong native integration with Salesforce CRM and can be connected to other leading CRMs. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
Salesforce provides open REST and SOAP APIs as well as standard connectors for core banking/ERP systems. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Data import/export via CSV, Excel, and JSON is supported natively in Salesforce. | |
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Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
Single Sign-On using SAML, OIDC and other standards is supported in Salesforce. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
Integration with DMS platforms like SharePoint, Box and more provided via Salesforce AppExchange products. | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
Numerous AppExchange packages (Conga, DocuSign, Adobe Sign) offer built-in e-signature integration. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation is a foundational element of Salesforce, including integration with BPM tools. | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
Platform events and real-time sync features are available for near-instantaneous data reflection. | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
Custom notifications can be configured from Salesforce to external systems via webhooks, API, or automation. | |
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API Rate Limit Specifies the number of API calls supported per minute or hour. |
No information available | |
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Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
Salesforce can integrate audit trails/logs with SIEM or compliance solutions using APIs. |
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Pre-approved content/templates can be enforced via permission sets, approval processes, and content library controls. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Audit trails for document actions are natively tracked via Field History and Audit Trail features. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Salesforce implements robust RBAC via profiles, permission sets, and sharing rules. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
Salesforce document gen partners (e.g., DocuSign) comply with e-signature legislation. | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Data is encrypted at rest and in transit; strong authentication enforced by Salesforce platform. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Regulatory change tracking is managed through template management, version controls, and integration with regulatory monitoring providers. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
Data/document retention can be enforced via automation, policy, and setup settings. | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Watermarking is available via add-on document generation tools. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
Legal hold/workspace controls offered via DMS or advanced partner integrations. | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Secure sharing features include password protection, secure links and granular permissions. |
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
Modern UI and Lightning Experience is designed for both technical and non-technical users. | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
Salesforce provides accessibility support according to WCAG criteria. | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Mobile access available through Salesforce mobile app. | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
Salesforce has in-app guidance and help tutorials, as well as Trailhead learning modules. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
Multi-language interface available within platform settings. | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Dashboards can be personalized at the user/profile level. | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
Page layouts, drag-and-drop record/component configuration is available natively. | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Advanced search, tagging and filtering is available for all Salesforce objects including documents/files. | |
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Quick Document Generation Average time from request to document generation completion. |
No information available | |
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Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
Bookmarking/tagging available via custom field usage and document management add-ons. |
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Approval processes in Salesforce support multi-step, chained approval with logic. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Document collaboration includes commenting and annotation on records and files. | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
Task assignment is native to Salesforce's task management and workflow systems. | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
Process Builder and Flows allow for powerful automated workflow triggers. | |
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Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
No information available | |
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Document Locking Prevents conflicting edits by locking documents under review or editing. |
Record locking and document locking is available during approval/updates to mitigate conflicting edits. | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
Automated reminders are available via native workflow/email alert features. | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
Delegation of approval and workflow is possible within Salesforce approval process and user assignment structure. | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Both parallel and sequential approval processes are supported within the approval process builder. | |
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Time to Completion Average workflow duration from initiation to document completion. |
No information available |
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Multi-format export (PDF, Word, Excel) supported by Salesforce and popular doc gen add-ons. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Bulk emailing, reporting, and doc distribution can be performed through native Salesforce tools and add-ons. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Secure portal and email delivery is supported through Salesforce Experience Cloud and email integration. | |
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Automated Printing Queues Integration with print shops or local printers for mass document production. |
No information available | |
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Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
SFTP, FTPS options are available via middleware or partner integration from Salesforce. | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Read receipts/delivery confirmations can be configured through Salesforce email settings or integrations. | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
Setting document expiry (access or deletion) is possible using workflow automation or 3rd-party apps. | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Watermarked output supported by document generation partners like Conga, Nintex, and S-Docs. | |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
Salesforce encrypts all data at rest and in transit, following industry best practices. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
MFA is required and enforced for Salesforce logins. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Salesforce offers very granular permissions at the field, object, and record level. | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
All user and document activity is logged via Security & Compliance features. | |
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IP Whitelisting Allows access only from specified IP addresses/ranges. |
IP whitelisting is supported in Salesforce Security settings. | |
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Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
Audit logs are preserved according to defined retention policies for compliance review. | |
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Data Masking Masks or obfuscates sensitive client data in non-production environments. |
Data masking is available via native tools (Shield) and partner packages. | |
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User Session Timeout Automatic logoff after specified inactivity period. |
undefined Session timeout can be configured at organization and user profile levels. |
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GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
Salesforce offers features that support GDPR, CCPA and global data privacy rules. |
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
Salesforce platform is architected for high availability and minimal downtime. | |
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Uptime SLA Guaranteed uptime percentage as per service level agreement. |
No information available | |
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Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
Salesforce scales to support large teams, data, and document requests; widely used by enterprises worldwide. | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Business continuity/Disaster Recovery is detailed in Salesforce Trust documentation. | |
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Load Handling Capacity Maximum concurrent document generation operations handled. |
No information available | |
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Backup Frequency Interval at which document data is backed up. |
No information available | |
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Response Time Average server response time for standard API calls. |
No information available | |
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Latency Maximum acceptable latency for document generation tasks. |
No information available |
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Reports on document generation activities can be built using Salesforce Reports and Dashboards. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
Standard and custom reporting available; user activity is trackable and exportable. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
TAT and workflow completion metrics available via reports/dashboards. | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
Exception reporting is a core feature of Salesforce reporting, with alerts for workflow failures. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
Document template usage statistics available in report builder or via analytics apps. | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
All reports can be exported to Excel, PDF, CSV, or other formats. | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
Custom report builder available to configure custom reporting on document and workflow activity. |
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
Salesforce offers 24/7 support on enterprise plans. | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Salesforce provides guided onboarding and ongoing training through Salesforce University/Trailhead. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
System updates are provided regularly as part of SaaS model with regular releases and patch cycles. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account managers are standard for enterprise/SFCC customers. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Salesforce offers consulting, customization, and integration services directly and via partners. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Self-service portal includes documentation, knowledgebase, help and ticketing system. | |
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Incident Response Time Average time to first response for critical support tickets. |
No information available |
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Salesforce pricing is transparent and published on vendor website. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Multiple licensing options available: per user, per module, and enterprise. | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
Free trial and/or limited-time pilots are offered for Salesforce products. | |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
Salesforce enterprise deals offer volume-based pricing discounts. | |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
No information available | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
Most Salesforce enterprise licenses include ongoing support and updates without additional charge. | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
Tools for deploying, managing, and monitoring cloud-based applications and infrastructure, often with hybrid capabilities bridging on-premises systems with public cloud services.
More Cloud Services Management
More IT and Infrastructure ...
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Automated Resource Provisioning Ability to automatically allocate virtual machines, storage, and network resources based on predefined rules or triggers. |
Salesforce Financial Services Cloud supports automatic resource provisioning for virtualized environments via its cloud infrastructure and platform services. Common in the Salesforce ecosystem, though specifics around direct VM allocation would depend on integration with other Salesforce or cloud tools. | |
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Self-Service Deployment Enables users to deploy resources and services without administrator intervention. |
Self-service deployment is a core offering through Salesforce AppExchange and browser-based administration for deploying resources and customizations without admin intervention. | |
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Multi-Cloud Deployment Supports provisioning across more than one public or private cloud provider. |
Not as far as we are aware.* Salesforce is primarily a SaaS/PaaS on its proprietary cloud; multi-cloud deployment to external public/private clouds is not natively supported but can be achieved via third-party integrations. | |
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Hybrid Cloud Support Allows deployment across both on-premises and cloud environments. |
Not as far as we are aware.* Salesforce is built on its own cloud. Native hybrid cloud support is limited; integrations required for on-prem/cloud deployments. | |
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Template-Based Provisioning Uses templates or blueprints to standardize and accelerate the provisioning process. |
Template-based provisioning is present through Salesforce's process and workflow templates, including prebuilt financial templates. | |
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Infrastructure as Code (IaC) Integration Integrates with tools that define infrastructure using code (e.g., Terraform, CloudFormation). |
No information available | |
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Container Orchestration Integration Supports deployment and management of containerized applications (e.g., Kubernetes integration). |
No information available | |
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Auto-Scaling Automatically scales resources up or down based on utilization or load. |
Salesforce provides auto-scaling for its cloud applications and backend resources. | |
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Resource Quotas Ability to set usage caps or quotas on different resources to control costs. |
Resource quotas/limits can be configured within Salesforce to restrict usage per org/user/profile. | |
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Deployment Speed Average time taken to deploy a fully configured environment. |
No information available | |
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Number of Supported Providers Total number of distinct cloud/hybrid platforms supported for deployment. |
No information available | |
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Rollback/Undo Deployments Ability to revert a failed or unwanted deployment automatically. |
Rollback/undo (field history, data recovery, Salesforce backups, Audit Trail) natively available. |
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Real-Time Monitoring Provides up-to-the-minute visibility into the health and performance of cloud resources. |
Salesforce provides real-time monitoring for platform health via Trust portal and admin dashboards. | |
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Custom Dashboards Ability to build and customize visual dashboards for various metrics. |
Custom dashboards are a marquee feature of Salesforce, with drag and drop dashboard editors. | |
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Alerting & Notifications Sends alerts or notifications based on specified triggers or thresholds. |
Alerting and notification capabilities are available via Workflow, Process Builder, and Automations. | |
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Log Aggregation Collects and centralizes logs from multiple cloud resources and applications. |
Log aggregation possible via Event Monitoring and integrations with external SIEMs. | |
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Application Performance Monitoring (APM) Monitors application-level metrics such as latency, throughput, and error rates. |
Application-level monitoring and reporting available via Salesforce Reports, Dashboards and third-party integrations. | |
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Resource Health Checks Performs regular checks to validate uptime and health status of infrastructure components. |
Resource health checks (monitoring of platform and data integrity) via Salesforce monitoring tools and Trust portal. | |
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Historical Data Retention Stores metric and log data for a defined retention period. |
No information available | |
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Integration with External Monitoring Tools Connects to third-party monitoring tools (e.g., Datadog, Splunk). |
Salesforce supports integrations with external monitoring tools like Splunk and Datadog. | |
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Service Dependency Mapping Automatically maps interdependencies between applications and infrastructure components. |
No information available | |
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Anomaly Detection Uses machine learning or statistical models to surface unusual patterns or potential issues. |
No information available | |
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Number of Monitored Metrics The total number of unique performance metrics tracked. |
No information available | |
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Real-Time Data Refresh Rate How frequently monitoring data is updated for users. |
No information available |
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Role-Based Access Control (RBAC) Manages user privileges by assigning roles with specific permissions. |
Role-based access control is a foundational feature of Salesforce, with granular profile and permission set management. | |
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Multi-Factor Authentication (MFA) Requires multiple forms of authentication for user login. |
Salesforce supports Multi-Factor Authentication (MFA). | |
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Audit Logging Maintains records of user activities and changes to infrastructure. |
Audit logging and event monitoring are standard—records of user activities are maintained. | |
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Data Encryption In-Transit Ensures all data transferred between components is encrypted. |
Data encryption in-transit is enforced with HTTPS and TLS protocols. | |
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Data Encryption At-Rest Ensures stored data is encrypted. |
Data at-rest is encrypted by default for Salesforce's platform. | |
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Compliance Reporting Produces reports aligning with regulations like GDPR, FINRA, or SOC 2. |
Compliance reporting is built-in—GDPR, HIPAA, and financial regulations supported by templates and reporting tools. | |
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Vulnerability Scanning Regular scans for potential security vulnerabilities. |
Vulnerability scanning is part of Salesforce's regular security cadence as a cloud service. | |
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Network Segmentation Supports logical or physical segmentation of networks for security. |
No information available | |
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Integration with SIEM Ability to connect with Security Information and Event Management systems. |
Salesforce supports integration with external SIEM systems via API and connectors. | |
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Incident Response Automation Automates certain response actions to detected security incidents. |
No information available | |
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Access Review Frequency How often user privileges are automatically reviewed. |
No information available |
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Cost Allocation Assigns costs to specific teams, departments, projects, or users. |
Cost allocation is supported through customizable reports and financial dashboards associating resources to users or teams. | |
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Budgeting & Alerts Allows users to set budgets and receive alerts when spending limits are approached or exceeded. |
Budgeting and alerting possible via Salesforce Financial Cloud automations/reporting. | |
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Real-Time Cost Monitoring Visualizes and tracks current spend as it occurs. |
No information available | |
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Resource Optimization Recommendations Suggests resource right-sizing, reservation, or removal for cost savings. |
No information available | |
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Pricing Analysis Tools Analyzes and models costs for different deployment options. |
Salesforce offers pricing analysis tools and scenario modeling for opportunity and project management. | |
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Unused Resource Detection Identifies orphaned or idle resources for potential decommissioning. |
No information available | |
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Custom Reporting Allows users to generate and export custom cost and usage reports. |
Custom reporting is a foundational capability in Salesforce Reports and Dashboards. | |
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Forecasting Predicts future spend based on historical usage. |
Forecasting tools and out-of-the-box reporting predict financial outcomes and usage trends. | |
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Tag-Based Tracking Tracks costs using resource tags for granular breakdowns. |
Tag-based and attribute-based tracking available via custom fields, record types, and reports. | |
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Cost Saving Recommendations Number of actionable recommendations provided automatically. |
No information available |
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Open API Availability Provides a documented API for integration with external systems. |
Salesforce has a documented open API with extensive developer support. | |
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Webhooks Support Allows outgoing and incoming webhooks for event-driven integrations. |
Webhooks are supported via Salesforce outbound messaging and Event API. | |
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CI/CD Pipeline Integration Interoperable with popular CI/CD tools (e.g., Jenkins, GitLab CI, Azure DevOps). |
Salesforce integrates with CI/CD systems using tools like Salesforce DX. | |
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Brokerage System Integration Offers connectors or plugins for brokerage-specific platforms (e.g., OMS, EMS). |
No information available | |
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Third-Party Monitoring Tool Integration Can send data to or receive data from third-party monitoring tools. |
Third-party monitoring integration supported via APIs/connectors (Splunk, New Relic, etc). | |
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Custom Script Support Allows custom scripting or automation logic (e.g., via Python, Bash). |
Custom automation/scripts supported via Salesforce Apex, Flows, and external integrations. | |
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Number of Supported Connectors The count of out-of-the-box integrations/connectors provided. |
No information available | |
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Version Control System Integration Supports integration with Git or other VCS for managing configurations. |
Salesforce supports Git/version control integration via Salesforce DX and related tools. | |
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Single Sign-On (SSO) Support Can use SAML, OAuth, or other SSO providers for unified login. |
Single Sign-On (SSO) support via SAML and OAuth. |
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Web-Based Management Console Access to management tools through a browser-based interface. |
Web-based management is the default experience for Salesforce administrators and users. | |
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Mobile App Availability Provides mobile application(s) for on-the-go management. |
Salesforce offers mobile apps for management and user tasks. | |
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Customizable Dashboards Ability for users to create and arrange custom UI dashboards. |
Customizable dashboards are a central Salesforce feature. | |
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Multi-Language Support Supports different languages/localizations in the UI. |
Multi-language/localization support is available in Salesforce UI. | |
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Accessibility Features Includes features to support users with disabilities (e.g., screen readers). |
Accessibility features such as screen reader support, keyboard shortcuts, and high contrast themes are included. | |
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User Onboarding/Tutorials Offers interactive onboarding and guidance for new users. |
User onboarding and guided help features are integrated as part of myTrailhead and inline onboarding flows. | |
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Contextual Help/Tooltips Provides in-app guidance and explanations. |
In-app help, tooltips, and contextual help features are present throughout the Salesforce UI. | |
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Customizable Themes Supports UI theming (e.g., dark mode, color palettes). |
Salesforce supports customizable UI themes, including dark mode and branded experiences. | |
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Multi-Tenancy Support Allows multiple clients or organizational units within one instance. |
Salesforce supports multi-tenancy for organizations and various business units within one instance. | |
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User Session Timeout Maximum inactivity time before automatic logout. |
No information available |
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Automatic Backups Schedules and performs backups of critical data/resources without manual intervention. |
Automatic backups are included as part of Salesforce's cloud infrastructure. | |
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Point-In-Time Recovery Allows rollback of data or resources to specific points in time. |
Point-in-time recovery supported for certain data (with add-ons such as Salesforce Data Recovery and backup services). | |
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Disaster Recovery Orchestration Automates failover to secondary environments in case of major outages. |
Disaster recovery orchestration is supported by Salesforce's global infrastructure/architecture. | |
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High Availability Architectures Supports resilient configurations with automatic failover (e.g., multi-zone, multi-region). |
High availability is a foundational part of the Salesforce cloud platform design with multi-region and multi-zone resilience. | |
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Backup Frequency How often automated backups are performed. |
No information available | |
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Backup Retention Duration for which backups are retained. |
No information available | |
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RTO (Recovery Time Objective) Target time to restore services after a disruption. |
No information available | |
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RPO (Recovery Point Objective) Maximum acceptable data loss measured in time. |
No information available | |
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Geographically Redundant Storage Stores backups across multiple geographic regions. |
Salesforce provides geographically redundant backup via its global data center architecture. |
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Workflow Automation Builds and executes sequences of actions/rules across systems. |
Workflow automation is a fundamental feature: Flows, Process Builder, Workflow Rules. | |
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Event-Driven Automation Supports triggers based on specific system or application events. |
Salesforce Flows and Process Builder can be event-driven; integrations allow triggering via external events. | |
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Scheduled Automation Runs automated tasks based on schedules (e.g., nightly jobs). |
Scheduled automation is supported using scheduled Flows, Process Builder, and Apex jobs. | |
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Integration with External Automation Tools Connects with external tools such as Ansible, Chef, Puppet. |
Integration with external automation tools via connectors or APIs (Mulesoft, Zapier, Workato, etc). | |
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Custom Workflow Builder Provides graphical or code-based tools to design custom automations. |
Custom workflow builder available via Flow Builder (visual & code-based). | |
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Number of Supported Automation Triggers How many unique conditions/triggers can be automated. |
No information available | |
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Approval Workflows Supports approval chains for sensitive or high-impact automations. |
Approval workflows are a standard part of Salesforce process automation. | |
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Rollback Automation Enables automated rollback of tasks in the case of failure. |
Automated rollback (to some extent) via workflow error handling, version history, and manual/audited recovery tools. |
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Custom Report Builder Creates tailored reports based on various data sources. |
Salesforce offers custom report builder with advanced features. | |
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Scheduled Report Delivery Automatically sends reports at defined intervals. |
Scheduled report delivery is natively available in Salesforce Reports. | |
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Export Data Formats Supports exporting reports in multiple formats (e.g., CSV, PDF, XLSX). |
Exporting reports to multiple formats (CSV, XLS, PDF) is supported. | |
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Trend Analysis Analyzes usage, performance, or incidents over time. |
Trend (historical) analysis built-in through dashboards and reporting tools. | |
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Unified Analytics Dashboard Aggregates analytics from multiple sources into a single pane. |
Unified analytics dashboard (multi-source, cross-object reporting) supported. | |
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Customizable Visualization Widgets Supports addition of custom graphs, charts, or visualizations. |
Custom visualization widgets and charts are available through dashboard components. | |
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Ad-Hoc Query Support Allows users to execute their own queries for custom analytics. |
Supports ad-hoc queries and report customization. | |
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Number of Pre-Built Reports Number of ready-made reports included. |
No information available |
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24/7 Support Availability Ensures technical support is available at all times. |
Salesforce offers 24/7 technical support for enterprise customers. | |
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Dedicated Account Manager Provides a dedicated resource for customer success, planning, and escalations. |
Dedicated account managers for enterprise/financial services clients are a Salesforce standard offering. | |
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Knowledge Base/Documentation Access to comprehensive documentation and knowledge articles. |
Extensive knowledge base and documentation available in Salesforce Help. | |
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Community Support Forums User community forums for peer support and discussion. |
Community support through Salesforce Trailblazer Community. | |
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Onboarding & Training Provides initial setup, training sessions, or certifications for users. |
Onboarding and training, including Trailhead and certifications, available. | |
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SLA Uptime Commitment Service Level Agreement on platform availability. |
No information available | |
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Incident Response Time Vendor's guaranteed time to respond to support incidents. |
No information available | |
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Proactive Issue Notification Vendor alerts users to potential problems before impact. |
Proactive system and incident notifications are part of Salesforce status/trust and support services. |
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Regulatory Change Notifications Alerts users to changes in relevant laws/regulations. |
Regulatory notifications provided for customers in certain industries, especially financial services. | |
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Built-In Compliance Templates Provides policy templates aligned to financial industry regulations. |
Built-in compliance templates are available for financial regulations. | |
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Audit Trail Export Exports detailed logs for regulatory audit purposes. |
Audit trail export possible through Salesforce data export tools for regulatory compliance. | |
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Automated Data Retention Rules Manages data retention/lifecycle per regulatory requirements. |
Automated data retention rules can be configured via policy management and workflow. | |
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Segregation-of-Duty Enforcement Enforces separation of duties to prevent fraudulent or risky behaviors. |
Segregation-of-duty enforcement can be implemented via permissions, profiles, and approval workflows. | |
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Compliance Dashboard Central view of compliance posture and potential gaps. |
Compliance dashboard is available in Salesforce Financial Services Cloud as part of regulatory posture monitoring. | |
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Number of Supported Regulatory Frameworks Counts in-built compliance or reporting templates for frameworks (e.g. SOC 2, MiFID II). |
No information available |
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