Partner Spotlight: fpPathfinder + Salesforce CRM

We’re excited to announce a powerful new integration between fpPathfinder and Salesforce Financial Cloud Services CRM, designed to make your work as an advisor easier and more efficient.

This integration, available to Premier members, will help advisors seamlessly log client responses to Interactive Checklists directly in the client record. Learn more about Interactive Checklists here.

Why This Partnership Matters 

Integrating fpPathfinder with Salesforce enhances your workflow by systematically identifying client planning opportunities and ensuring nothing falls through the cracks. Use fpPathfinder’s guides to prepare for meetings, document conversations, and create actionable follow-ups, all within Redtail. This integration helps you stay organized, improve efficiency, and demonstrate the value of your advice to clients and your team.

What This Means For You:

• Before the Meeting: Send guides to clients ahead of time, so meetings are more productive and focused.
• During the Meeting: Use the guides yourself as a template to ensure you cover everything thoroughly.
• After the Meeting: Share the completed guides with clients to show what was covered, or use them to document your work for future reference or reporting to your team or boss.

How It Works

Take a moment to watch this brief demo of how the integration works.