Salesforce Financial Service Cloud integration with Xero Practice Manager
Budget: $1,500 – $3,000 AUD
SF FSC implementation for 3 business units (Tax, Mortgage, wealth) including industry specific workflow, data model, accounts/ group / household views
Tax BU integration with Xero XPM including contacts, relationship, billing, jobs, tax etc.
Developing Internal/external referral management. Connecting webforms to SF.
Integration with Mailchimp.
Developing / connecting self seviced client portal that allow user uploading, signing files (Xero) and storage files.
Tax BU integration with Xero XPM including contacts, relationship, billing, jobs, tax etc.
Developing Internal/external referral management. Connecting webforms to SF.
Integration with Mailchimp.
Developing / connecting self seviced client portal that allow user uploading, signing files (Xero) and storage files.