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Preqin for Salesforce

Optimize your data analysis with one click

Save time and resources with direct access to Preqin data in Salesforce

Boost your productivity and view the latest Preqin data directly in Salesforce. 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.

Why choose the Salesforce plugin to access Preqin data?

Harness Preqin data directly from Salesforce

Easily access Preqin data alongside your existing data to complement your proprietary intelligence and drive more informed decisions.

Quick and easy set-up

Get set up in minutes with a simple one-time installation that doesn’t require any technical development. Save time with instant access to Preqin data in Salesforce.

Increase productivity

Eliminate the inefficiencies of working across multiple applications, with all the data you need visible directly in your Salesforce instance.

Discover how our Salesforce plugin can help you

Frequently asked questions

What Preqin data is available with the Preqin for Salesforce plugin?

  • LP firm and contact information
    Augment the high-level firm and contact information included in your CRM with Preqin data. This includes firm type, AUMs, as well as phone number and email details for key contacts.
  • LP asset class-specific information
    Enrich your prospects’ profiles with their current and target allocations, next twelve months’ plans, and more, for each asset class they’re active in.

  • 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.

    Who can access Preqin data via Preqin for Salesforce? 
    Preqin for Salesforce is only available to Preqin customers. 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 Live chat Monday to Friday, 24-hr a day.

    How can we help you?

    Preqin Pro

    Access the industry’s most comprehensive private capital and hedge fund datasets and analytics tools.

    Insights

    Stay on top of the latest developments in alternatives 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.