How to Connect Salesforce to With Intelligence

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install With Intelligence directly from Salesforce AppExchange.

Quick summary

This guide walks you through installing the With Intelligence app on Salesforce via the AppExchange marketplace. In under ten steps, you can search, trial, and deploy the package directly into your Salesforce sandbox or production environment.

Steps

Go to Salesforce AppExchange and search for With Intelligence for Salesforce.
On the app listing page, click the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click Continue to Installation.
Log in to install the application in your chosen environment.
Click Use Custom Domain to add your Salesforce domain.
Enter your Salesforce domain and click Continue.
Choose who you are installing the app for and click Install.
If prompted, approve Third Party Access and click Continue.
Find your completed installed package under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

The With Intelligence Salesforce integration brings financial intelligence data directly into your CRM, eliminating the need to switch between platforms when researching prospects or clients. By installing the app through Salesforce AppExchange, revenue and research teams gain instant access to fund flows, AUM data, and market intelligence inside the tools they already use daily. This integration accelerates deal cycles and improves prospecting accuracy by surfacing actionable financial data at the point of need. For asset managers and financial services firms, connecting With Intelligence to Salesforce is a key step in building a data-driven, insight-led sales workflow.

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