HubPublic

Domain hub

Crm packages

This hub groups Crm packages so teams can browse and review them from one stable page.

Crm domain

281 packages

Page 5 of 15

salesforce API schema: 1 streams, 43 fields.

salesforcedata-integration

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Published packageDownload the published snapshot from rawctx

Schema

Schema 0.1.1Latest format

Tags

salesforce, data-integrationTop package descriptors

Where financial dreams meet paperwork. Manages loan applications, applicant profiles, residential mortgages, and all the moving parts of the lending pipeline from intake to closing.

salesforcecrm

Access

Published packageDownload the published snapshot from rawctx

Schema

Schema 0.1.1Latest format

Tags

salesforce, crmTop package descriptors

The front door to financial services. Handles application forms, evaluations, product proposals, seller items, and the structured workflow of bringing new customers and products on board.

salesforcecrm

Access

Published packageDownload the published snapshot from rawctx

Schema

Schema 0.1.1Latest format

Tags

salesforce, crmTop package descriptors

less-annoying-crm API schema: 8 streams, 121 fields.

less-annoying-crmdata-integration

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Published packageDownload the published snapshot from rawctx

Schema

Schema 0.1.1Latest format

Tags

less-annoying-crm, data-integrationTop package descriptors

The FinServ managed package classics — accounts, transactions, holdings, securities, cards, and billing statements. The data model that gives advisors a unified view of client wealth.

salesforcecrm

Access

Published packageDownload the published snapshot from rawctx

Schema

Schema 0.1.1Latest format

Tags

salesforce, crmTop package descriptors