Marketplace Apps

Data Quality & Analytics

AI-powered data intelligence for Salesforce providing real-time data quality scoring, adoption tracking, and actionable insights.

UI/UX Enhancement

Lightning Web Component for dynamic, configurable field display with intelligent branding and security compliance.

Forms & Data Entry

Enterprise-grade form builder with metadata-driven configuration for complex data collection workflows.

Data Visualization

Excel-like data table component with advanced filtering, sorting, and export capabilities for Salesforce.

Communication

Custom Slack application for real-time Salesforce opportunity and deal notifications.

Compliance

Automated compliance review workflow for financial services marketing communications.

Integration

Bidirectional contact synchronization between HubSpot and Salesforce Financial Services Cloud.

AI & Automation

AI-powered document data extraction for automatic Salesforce record creation from PDFs and forms.

Experience Cloud

Pre-built client portal template for financial services with document sharing and secure messaging.

Compliance

Automated compliance calendar and task management for SEC, FINRA, and state regulations.

Productivity

Integrated meeting scheduling for financial advisors with client portal and calendar sync.

Financial Services

Enhanced household relationship management for complex family structures and multi-generational planning.