Wealth.com offers an integration with Salesforce, an enterprise CRM platform used across large advisory firms. Our Salesforce integration puts estate planning directly into the advisor’s workflow, so teams can take action without logging into another platform.
In this article, we’ll show you how you can leverage the Salesforce integration for improved visibility into your estate planning activity, what data gets pulled, and how to set up your integration.
How You Can Use This Integration
Our Salesforce integration enables advisors to see their client’s Wealth.com estate planning activity reflected in their Salesforce profile and import clients directly from Salesforce into Wealth.com.
This streamlined visibility means when an advisor’s client makes an update to their estate plan in Wealth.com, the update is automatically reflected in both places, limiting the need to manually duplicate information so that you can focus on important tasks at hand. For example, advisors can see if a client has accepted their invitation to Wealth, or if a client has started a document, and more based on the data outlined above.
How to Import Clients from Salesforce into Wealth.com
Log into your Wealth.com account.
Once in your dashboard, select the dropdown arrow next to Add Client.
Choose the Add from Integration option.
Select Salesforce from the integrations list.
A pop-up window will appear prompting you to enter your Salesforce login credentials and choose your team.
Once confirmed, use the checkboxes to select which clients you wish to import.
Voila! Client first name, last name, email, and household/spouse associations all get imported into your dashboard automatically. You're in control of whether a Wealth.com invite is sent to each client at the time of import.
Your initial import will update instantly in the platform. After that, data automatically refreshes every hour.
Note: At this time, client imports to not import client assets or financial data.
What Data is Included in This Integration from Wealth.com into Salesforce
Data syncs in real-time when an update is made. Salesforce pulls account data into Wealth.com, including:
Data Field | What it Shows |
Account Status | Whether a client accepted their Wealth.com invitation, become an active user, or decline their invitation |
Estate Plan Type | What plan your client has chosen within the Wealth.com platform: Individual Will Plan, Couples Will Plan, Individual Trust Plan, Couples Trust Plan |
Estate Plan Status | Client progress on completing their estate plan: Not Started, In Progress, Pending Validation, Completed |
Document Status | Status on a specific document that is included in the Client’s recommended document to draft: Not Started, In Progress, Pending Validation, Completed |
Last Login Date | The last date and time when a client logged into their Wealth.com account |
|
|
How to Set Up Your Salesforce Integration
Step 1 - Create a Connection in Salesforce
Log into your Salesforce account
Go to Setup → Home → Apps → App Manager
On the App Manager page, select New Connected App
In the New Connected App Page, establish the following fields
Basic Information Section:
Connected App Name: Input the name of the app you would like to use. Naming convention is up to your discretion (i.e. Wealth)
API Name: This field will automatically update with the name you input in the Connected App Name field
Contact Email: Add the email address associated with your Wealth advisor account
API (Enable OAuth Settings) Section:
Enable OAuth Settings: Ensure this checkbox is selected
Callback URL: Update field with the following URL: https://oauthcallback.wealth.com/salesforce/
Selected OAuth Scopes: Select the following scopes
Manager user data via APIs (API)
Perform request at any time (refres_token, offline_access)
Require Secret for Web Server Flow: Ensure this is enabled
Require Secret for Refresh Token Flow: Ensure this is enabled
Enable Client Credentials Flow: Ensure this is enabled
Update information outlined in (a) and (b) only, and keep all other fields empty / in their default state
Once complete, press Save to create the App
On the new page that loads, press Continue
Step 2 - Manage Your App
Go to Setup → Home → Apps → App Manager
From App Manager, find the App you created in Step 1
From the drop-down menu, select Manage
On the next page, select Edit Policies
Update information in the following sections:
OAuth Policies Section:
Permitted Users: Select All users may self-authorize
IP Relaxation: Select Relax IP restrictions
Refresh Token Policy: Select Expire refresh token if not used for 30 days
Session Policies Section:
Timeout Value: Select 30 minutes
High Assurance Session Required: no change, keep this field unselected
Once complete, click Save
Step 3 - Access Your Consumer Key and Consumer Secret in Salesforce
Your Consumer Key and Consumer Secret will be used to establish the connection with Salesforce from your Wealth.com Management Dashboard in Step 4.
Go to Setup → Home → Apps → App Manager
From App Manager, find the app you created in Step 1
From the drop-down menu, select View
On the Manage Connected Apps page, select Manage Consumer Details
In the Consumer Details section, find the Consumer Key and Consumer Secret
Copy and paste both values in a safe location so you are able to reference both to establish the Salesforce connection from Wealth.com
Step 4 - Set up Your Salesforce Connection in Wealth.com
This is the final step to setting up the connection between Salesforce and Wealth.com
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Look for Salesforce and you’ll see a Not Connected status, click that button to prompt the connection
A pop-up window will appear, enter your Salesforce Consumer Key and Consumer Secret obtained in Step 3 above
Once you have completed your authorizations, you will see the Salesforce integration in your Connections menu update its status to Connected.
Congrats, you’ve now successfully set up your Salesforce integration!
How to Disconnect This Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Scroll down to Salesforce and you’ll see a Connected status, click that button to disconnect
Confirm this action when a pop-up window appears asking you to authorize