What data will sync from Catchlight to Salesforce?

Catchlight can sync the following data points to Salesforce via our integration:

Catchlight Score
Investable Assets
Income Range
Age Group
Life Events
Occupation
And many more

Catchlight is continuously evaluating new data points to add to Salesforce integration. Please contact us for details on the most current data points.

Getting Started
Product Support - Web Application
Product Support - Salesforce
Product Support - API
Data
Best Practices
Billing & Support

Platform Overview
Catchlight for Salesforce
Grow Organically Podcast
Advisor Growth Program

This is for persons in the U.S. only

Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

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