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Connector Library

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Connector Library

Connector Library provides one-click, certified data provider installations to automate ingestion, eliminate manual errors, and centralize real-time information for seamless activation. Admins can connect custodial and portfolio management data providers directly from Setup, without IT support. From a single interface, admins configure credentials, Data 360, advisor codes, and data streams to power advisor experiences like the Client Detail page and alerts.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions
  • Set Up Connector Library
    Assign permissions, set up Einstein Generative AI, and configure your Data 360 environment to get started with Connector Library.
  • Deploy and Manage an Integration
    Create a connection to your source system using Connector Library, then deploy the Data Kit to activate the data ingestion. You can deploy streams on one connection at a time.
  • BridgeFT Connector
    ⏺ The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management data from BridgeFT into Agentforce Financial Services, giving wealth advisors a unified view of client wealth. Admins configure the connection through the Connector Library by validating API credentials, setting up Data 360, and scheduling daily data syncs.
  • Connect Custodial Data
    Unify client custodial account data with your Financial Services client records for a complete view of client wealth without using the BridgeFT connector.

See Also

 
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