CRM
Connect your Salesforce workflow to Bedrock's compliance ledger.
For firms using Salesforce Financial Services Cloud to manage client relationships and advice workflows, Bedrock provides a native integration that captures advice documents from opportunities and financial accounts. Certificates are automatically attached to the relevant Salesforce records.
How it works
Advice document is generated or attached to a Salesforce opportunity
Bedrock captures the document and records it in the ledger
The review workflow runs via Bedrock Principal
The completed certificate is attached to the Salesforce opportunity as a file
Features
- Native Salesforce integration via Connected App
- Capture from Opportunities, Financial Accounts, and custom objects
- Certificates attached directly to Salesforce records
- Real-time status updates via Salesforce platform events
REST API
Prefer to build your own integration? Bedrock provides a straightforward REST API. Submit documents via a single endpoint, track review progress with webhooks, and retrieve certificates programmatically. Standard JSON over HTTPS with API key authentication.
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