Salesforce

Salesforce Financial Services Cloud API

The Salesforce Financial Services Cloud API exposes financial services-specific data objects including financial accounts, assets, liabilities, financial goals, and household relationships. It enables wealth management, banking, and insurance applications to integrate with Salesforce CRM data.

GitHub

Documentation

📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/
📖
APIReference
https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_interaction.htm

API entry from apis.yml

apis.yml Raw ↑ 
aid: salesforce:salesforce-financial-services-cloud-api
name: Salesforce Financial Services Cloud API
tags:
- Banking
- CRM
- Financial Services
- Insurance
- Wealth Management
image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
humanURL: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/
baseURL: https://{instance}.salesforce.com/services/data/v{version}
properties:
- url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/
  type: Documentation
- url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_interaction.htm
  type: APIReference
description: The Salesforce Financial Services Cloud API exposes financial services-specific data objects
  including financial accounts, assets, liabilities, financial goals, and household relationships. It
  enables wealth management, banking, and insurance applications to integrate with Salesforce CRM data.