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.
How can we help you?
Preqin Pro
Access comprehensive private capital and hedge fund datasets and analytics tools.
Insights
Stay on top of the latest developments in private markets with exclusive industry reports, publications, and statistics.
Contact us
Let us know how we can help – we’re here to answer any questions you might have.