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.

As part of this integration, Premier Members can now seamlessly connect their fpPathfinder checklists and flowcharts with Salesforce, enabling them to accurately and efficiently capture meeting notes, and prioritize and organize follow-up activities.

How It Works

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