From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
Orion + Salesforce: Where Efficiency Meets Flexibility
February 20 @ 3:00 pm - 4:00 pm
You want to run your business your way. And if a lack of efficiency or flexibility has gotten in your way, well…that’s no longer going to be the case.
That’s because Orion + Salesforce have teamed up to deepen one of your favorite integrations. Now, advisors have the ability to map Orion data to flexible fields in Salesforce, making it easier for you to find and organize your data.
But that’s not all. We’re also giving you the ability to:
-Schedule full syncs whenever you need them, giving you access to the most up-to-date data thanks to a powerful reverse sync that updates in real-time
-Fix sync errors on your own with helpful error messages and support documents, saving you time and giving you more autonomy
-Know information is updated across platforms with a two-way sync for Orion custom fields, which allows every update you make to the custom fields to sync back to Orion Connect
The power is back in your hands—but only if you seize it. Ready to run your business the way that best fits you?