Connect Salesforce to Windfall

One More Step to Wealth Analytics!

Final Step: Login With Salesforce

Windfall uses Salesforce's oAuth framework to securely connect your Salesforce to Windfall. Once you click the button below, we'll kick off the process to match to your records:

Sync Salesforce with Windfall

Windfall matches your data for the most accurate results

Generate and deliver Wealth Analytics report

Connect Salesforce to Windfall

Windfall will notify you as soon as the analytics report is completed. You will receive an email from our of our team members to help walk you through the report.