Retrieve the right context
Work with permissioned records, activities, opportunities, tasks, relationships, and custom data.
Salesforce · Financial Services Cloud · custom objectsSalesforce integration for wealth management
Salesforce intelligence, built around the way your firm works.
Configure Hamachi around your Salesforce and Financial Services Cloud data model, permissions, objects, fields, and workflows, then bring intelligence into the work and return approved action.
Custom-org configuration
Your Salesforce org is not off the shelf. Your integration should not be either.
Hamachi can adapt to the data structures, language, access model, and operating rules your firm has already built instead of forcing your organization into a generic connector.
Households + relationshipsFinancial accountsActivities + opportunitiesCustom objects + fieldsFirm flows + permissions
Hamachi context + governanceMapping · permissions · intelligence · workflow stateDaily dossiersBusiness intelligenceData hygieneWorkflow managementApproved writeback
Illustrative integration architecture. Available data, objects, actions, and workflows depend on the firm’s Salesforce environment, permissions, and implementation scope.
Bi-directional by design
Move from Salesforce context to governed action.
Use structured software for known retrieval and updates, apply intelligence where interpretation adds value, and preserve review before consequential action.
Find what matters
Analyze relationship history, changes, sentiment signals, data quality, and workflow state.
Patterns · exceptions · explanations · source contextKeep people in control
Present the source, proposed change, validation state, and applicable permissions before action.
Human oversight · business rules · approval boundariesReturn approved work
Create or update supported records, tasks, activities, and workflow state in Salesforce.
Writeback · handoffs · next workflow · audit trailFirm-configured use cases
Turn Salesforce into a source of daily intelligence and action.
Start with one priority, then reuse the same data mappings, permissions, and governance across additional firm-defined workflows.
Know what needs attention today
Prepare role-specific briefings with relationship changes, open commitments, service issues, opportunities, and next actions.
Understand what changed and why
Examine activity history, pipeline movement, service patterns, relationship signals, and the events behind business outcomes.
Add a reviewable relationship signal
Identify changes in tone or engagement from permitted information, with source context and human interpretation attached.
Find and clean unreliable CRM data
Detect missing fields, duplicates, stale records, inconsistent formats, and conflicting information, then route corrections through configured review.
Coordinate work across teams
Create tasks, activities, handoffs, reviews, follow-up, and firm-specific processes from the same connected context.
Build the experience each role needs
Create advisor, operations, compliance, service, and leadership views on top of the firm’s Salesforce environment.
Role-specific daily dossier
Begin the day with the relationships, exceptions, and work that matter.
A firm-configured dossier can combine Salesforce and Financial Services Cloud context with meetings, communications, portfolio data, and workflow state.
Daily firm dossierMonday · 8:00 AM · Sample dataRelationships12need attention
Data exceptions8ready for review
Workflows6due today
Chen household
ReviewRetirement timing changed in the latest meeting. A planning follow-up is ready to begin.
Meeting · household · workflowBarrett household
ResolveA beneficiary field is missing and an older contact record may be a duplicate.
Data hygiene · Financial Services CloudRelationship signal
ExploreTone improved after the most recent service follow-up. Source activity is attached for interpretation.
Sentiment signal · human reviewIllustrative interface using fictional sample data. A Salesforce-based daily dossier is configured to the firm’s data, roles, permissions, and workflow priorities.
Intelligence to action
See the source, understand the signal, and control the next step.
One workspace can support investigation, data-quality review, and workflow execution without separating analysis from the Salesforce record and action.
Why did engagement change?
Two follow-ups were required before completion.
Source message and surrounding thread retained for review.
Issue acknowledged and next steps completed.
Eight records need attention.
Coordinate the next action across systems.
Illustrative interface using fictional sample data. Sentiment and other inferred signals support human review and should not be treated as definitive conclusions.
A practical path to fit
Configure around the org. Launch one outcome. Expand from there.
The work begins with how the firm already uses Salesforce, then turns those mappings and controls into a reusable integration foundation.
Understand the org
Map the schema, relationships, roles, permissions, workflows, and priority outcomes.
Define boundaries
Establish readable data, permitted actions, approval gates, and system-of-record rules.
Launch one use case
Configure and validate a high-value dossier, intelligence, hygiene, or workflow capability.
Expand without restarting
Reuse the same mappings, permissions, governance, and action patterns for the next workflow.
Governed Salesforce action
Control what can be seen, inferred, changed, and initiated.
Bi-directional integration should preserve the firm’s responsibilities, not work around them.
Permission-aware context
Use the authorized user and workflow boundaries that apply to Salesforce data and connected firm information.
Review before consequential action
Require people to confirm sensitive record changes, communications, workflow initiation, or other configured actions.
Source visibility and auditability
Keep relevant sources, proposed changes, validation state, approvals, and completed actions available for review.
Frequently asked questions
Salesforce integration questions
Can Hamachi work with custom Salesforce objects and fields?
Yes. Hamachi can be configured around applicable standard and custom objects, fields, relationships, record types, permissions, and workflows in the firm’s Salesforce environment.
Does Hamachi support Financial Services Cloud?
Yes. Hamachi can connect Salesforce and Financial Services Cloud context to firm-configured intelligence, applications, data-quality processes, and workflows.
Is the Salesforce integration bi-directional?
Yes. Supported configurations can retrieve permissioned context and return reviewed updates or workflow actions. Available objects and actions depend on firm permissions and implementation scope.
Does the firm need to rebuild its Salesforce org?
No. Hamachi is configured to the firm’s existing environment instead of requiring the organization to adopt a generic CRM data model.
How are data cleaning and sentiment analysis governed?
Proposed data corrections can retain their sources and validation state for review before writeback. Sentiment is presented as an assistive signal with source context and human interpretation, not as a definitive conclusion.
Availability
Salesforce and Financial Services Cloud capabilities, objects, actions, writeback, and workflows vary based on the firm’s environment, permissions, implementation, and Hamachi subscription.
Salesforce and Financial Services Cloud are trademarks of Salesforce, Inc. Hamachi is not affiliated with or endorsed by Salesforce.
Start with your Salesforce environment
Map Hamachi to the org your firm already runs.
Bring your Salesforce structure, priority use case, and workflow boundaries. We’ll map a practical path from context to governed action.