The following includes user guides on how to set up, link, and utilize the Salesforce Financial Services Cloud (FSC) integration with CircleBlack. It is important to note that the Salesforce Financial Services Cloud integration accommodates for what Salesforce calls the “Individual Model”.
Please be advised that in order to use the Salesforce Financial Services Cloud integration the firm must first reach out to CircleBlack Client Services at help@circleblack.com in order to enable the integration.
Once the Salesforce Financial Services Cloud integration is enabled, the firm will see the Salesforce feature under the Engage tab. Setting up the firm level integration with Salesforce Financial Services Cloud will transfer data from CircleBlack into the firm’s Salesforce environment.