We’re focused on providing an exceptional and seamless experience for all of our advisors. That’s why we’re excited to announce our latest integration with Salesforce.
For our partner advisors that rely on Salesforce as their source of records for all client activity, they can now have complete visibility into their client's estate planning progress directly in their CRM.
Not only will advisors be able to gain insights into their clients’ estate planning progress on wealth.com, they’ll also get automatic activity updates notifying them of client activity or optimizations needed.
Some of the activity and updates that is available directly in Salesforce includes:
- Account Status: Status of the client’s account (e.g. invited, active, declined).
- Estate Plan Status: The client’s overall progress to complete the documents recommended to draft in their Plan.
- Document Status: The individual status of each estate document that is either included in the client’s Checklist as a recommended document to draft, or was accessed and started by the user through the Document Library on the My Plan page.
- Client Last Login Date: The last date a client logged in to their account.
- Emergency Access Contacts: Emergency Access contacts added by a client, including email address and status of the invitation.
- Client Plan Selection: The estate plan a client has chosen.
- Change in Document Status: See if a client has made a change in an individual document (e.g. client began their Joint Revocable Trust).
- Added, deleted or changed ownership of an asset: See if a client has recently added or removed assets, or if they have updated ownership of specific assets.
- Client moves states: Get a notification if a client moves across state lines prompting so you can review if their estate plan documents need updating (via our Zillow integration).
- Client requests shipment of estate plan documents: Get notified if a client requests within their wealth.com account to get a hard copy of their estate plan documents.
- Attorney consult request: You’ll see an activity update that your client has requested a consultation with an attorney in wealth.com’s Attorney Network.
- Client’s child turns 18: You’ll receive a notification if a client’s child turns 18, allowing you to review if their estate plan documents need to be updated.
Setting up the wealth.com integration in your Salesforce instance is simple and can be done in two ways:
1. If you have a Salesforce admin or developer that manages your integrations, they can reach out directly to support@wealth.com to establish the connection with the wealth.com team.
2. Follow the detailed instructions that you can find by reaching out to your Client Success Manager.
If you have any questions or would like further information, please reach out to your Client Success Manager or email support@wealth.com.
