Access Preqin data directly in Salesforce
Save time and resources by accessing the latest Preqin data directly in Salesforce with the Preqin for Salesforce plugin.
Instantly sync Preqin firm and contact data with your existing Salesforce records, ensuring you have the most up-to-date information and eliminating the need to navigate between Salesforce and Preqin Pro for your business processes.
What Preqin data is available with the Preqin for Salesforce plugin?
Investor data | Fund manager data | |
|---|---|---|
Firm data | Investor Overview: including firm type, address, background, AUM, and year established. | Fund Manager Overview: including firm type, address, background and AUM. |
Contact information | Including name, tile, role, and preferred method of contact. | Including name, tile, role, and preferred method of contact. |
Asset class-specific information | Including allocation and target allocation to alternatives as well as the next 12 months' plans for each asset class. | Including the number of funds managed, estimated dry powder, funds raised in the last 10 years, and strategies for each asset class. |
We plan to expand the plugin with more datasets made available in future iterations. To learn more about the data currently available, request a copy of our data dictionary by filling out the form above or contacting our Client Services team available Monday to Friday, 24-hr a day via Live chat.
Why choose the Salesforce plugin to access Preqin data?
Streamline your workflows
Instantly access Preqin data directly from any webpage when browsing online with the ‘right-click search’ function – or make brand new searches without leaving the browser.
Save time and resources
Learn more about a firm or fund of interest directly from your browser, with quick access to high-level information such as firm and contact details, AUM, and asset classes they are active in.
Increase Productivity
Eliminate the inefficiencies of working across multiple applications, with all the data you need visible directly in your Salesforce instance.
Looking for a more advanced integration?
Get full technical support during implementation through our partner integration with Easy API for Salesforce.
Discover how our Salesforce plugin can help you
Frequently asked questions
Who can access Preqin data via Preqin for Salesforce?
If you'd like to access Preqin data directly from your Salesforce instance, simply fill in the form above.
How can I install the Preqin for Salesforce plugin?
The Preqin for Salesforce plugin is available via your Salesforce instance. You can find the installation guide here.
Should you require further assistance, please get in touch with our Client Services team available via the live chat Monday to Friday, 24-hr a day.
我们能够如何帮助您？
Preqin Pro
解锁业内最全面的私募资本及对冲基金数据库和分析工具。
Insights
通过独家行业报告、出版物和数据洞察，及时了解另类资产行业的最新发展。
联系我们
欢迎随时与我们取得联系，我们将竭诚解答您的任何疑问。