Web3 Enabler’s Digital Asset Wallet for Salesforce empowers financial advisors and investors to generate a Salesforce digital wallet report in Financial Services Cloud. We already built out an MVP of the product. This includes the reporting feature, as part of the Soonami Venturethon Cohort 7.
Salesforce Digital Assets Holding Report
Digital asset holdings become more common, as part of a diversified investment portfolio. Therefore, accessing real-time data in a user-friendly tool is increasingly important.
With this in mind, we are pleased to share how to generating a custom report using Web3 Enabler Digital Asset Wallet for Salesforce app. The app allows financial advisors to aggregate and visualize this data with ease.
The demo shows how to add a custom report type called “All Financial Holdings” in a Salesforce Org running Financial Services Cloud.
Our Full Stack Developer, Spencer Goldberg, explains how to create a custom report using the Digital Asset Wallet for Salesforce. The report displays the following information about a user’s financial holdings.
- Financial Holding Name: This is the name of the digital asset, which could be a cryptocurrency or Stablecoin in Digital Asset Wallet for Salesforce.
- Symbol: This displays the symbol of the cryptocurrency or Stablecoin.
- Financial Account: This is a set of digital assets held by an investor that is tracked and managed in Financial Services Cloud.
- Market Value
- Primary Owner Account Name: This is the investor who holds one or more digital asset in their portfolio.
