Simply Risk Manager for Salesforce
A Salesforce app that brings risk and finance data straight onto the account.
Salesforce app
Simply Risk Manager
Situation
Credit and financial information lived outside the CRM — assessing customer risk meant switching systems and compiling data by hand.
Objective
Make risk data available where the customer relationship is managed: as an installable package right inside Salesforce, with no middleware and no manual research.
Execution
A Salesforce package with a Lightning component on the account: risk and finance figures are loaded via a unique company identifier from an external business-data provider, and a scheduled Apex job refreshes them automatically in the background. Access via permission sets, configuration via custom metadata — installed in minutes.
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