The Digital Asset Wallet is a Salesforce-native app that allows financial planners and advisors to connect and monitor cryptocurrency wallets directly within Financial Services Cloud. It brings digital asset holdings into existing Salesforce workflows, making it easier to manage and report on crypto investments without needing to be Web3-native.

The Digital Asset Wallet requires Salesforce Financial Services Cloud to be installed and active in your org. It uses native FSC objects such as Financial Account and Financial Holding to represent wallet data and crypto assets.

The product is designed for Salesforce administrators, financial advisors, and firms looking to integrate cryptocurrency holdings into traditional client wealth management workflows. No prior Web3 experience is required to use the app.

You first verify that Financial Services Cloud is installed in your Salesforce org, assign the “Financial Services Cloud Basic” permission set, then install the Digital Asset Wallet from the Salesforce AppExchange. Post-installation steps include permission assignments, integration user setup, and org authorization.

Two permission sets must be assigned: “Financial_Services_Cloud_Basic” for FSC access and “Digital_Asset_Wallet_Admin” for Digital Asset Wallet setup. Additionally, a custom “Web3 Enabler Integration Access” permission set must be created and configured to authorize the connected app.

The integration user is a dedicated Salesforce user with the appropriate permissions to manage blockchain API calls securely. It ensures a clean audit trail and separation of duties between administrative and API operations.

Once setup steps are completed, you log in using the integration user credentials via the “Authorize My Org” button in the Post Install Manual Steps tab. This enables secure communication between your Salesforce org and the Web3 infrastructure.

A Crypto Account represents a blockchain connection tied to a specific wallet or public key. Each Crypto Account connects to one wallet, but a single Financial Account can aggregate many Crypto Accounts to show a full digital asset portfolio view.

The app supports both UTXO wallets (e.g., Bitcoin, Dogecoin, Litecoin, Dash) using Master Public Keys, and EVM wallets (e.g., Ethereum, Polygon) using single public addresses like those from MetaMask. HD (hierarchically deterministic) wallets are also supported for UTXO assets.

You connect your wallet via WalletConnect (for EVM chains) or by manually inputting the public wallet address or master public key. Once connected, the app will automatically retrieve and display balances and holdings in Salesforce.

The app retrieves asset balances and corresponding market values for each wallet. All digital assets are mapped to FSC Financial Holding records under the associated Financial Account, including up-to-date pricing pulled from CoinGecko.

The app integrates with the CoinGecko API to pull real-time asset pricing. Users may also optionally provide a paid CoinGecko API key to increase rate limits and ensure higher-frequency price updates.

Navigate to the related tab on any Financial Account record. All connected wallet assets are displayed as Financial Holdings, including quantity, price, and current market value.

Yes. A single Financial Account can be linked to multiple Crypto Accounts, each representing a separate wallet or chain. All holdings across these wallets are rolled up into a unified view within the Financial Holding section.

Yes. By bringing crypto balances into the same interface used to manage traditional assets, advisors can provide a complete picture of client wealth and propose reallocation strategies across fiat and crypto holdings.

No. The app is strictly non-custodial and never stores private keys or seed phrases. Only public addresses or xpubs are used for data queries, preserving client security and regulatory compliance.

Yes. For UTXO-based wallets that support multisig, you can connect any wallet that exposes a public key or address. The app does not require signing access, so multisig setups work as long as visibility to the derived addresses is possible.

Yes. The app was designed to abstract away blockchain complexities. Financial advisors and administrators can use it without needing to understand gas fees, chains, or Web3 vocabulary. All interaction is done through familiar FSC objects.

If pricing data for a specific token is unavailable from CoinGecko, the asset will still be shown in the wallet with quantity held but may display as “N/A” for price and market value. You can choose to track those manually or update your asset list.

A Wallet is the actual blockchain address holding assets. A Crypto Account in Salesforce is a representation of that Wallet, connected to a Financial Account for reporting purposes. You can have multiple Crypto Accounts tied to one Financial Account.

Yes. Since all holdings are stored in standard FSC objects, they can be included in Salesforce Reports and Dashboards alongside traditional assets, providing a unified view of a client’s financial profile.

Yes. Installation errors can be caused by missing FSC components, permission misassignments, or insufficient org storage. Admins should check installed packages, user permissions, and integration user authorization status in the setup logs.

The wallet supports Bitcoin, Ethereum, Dogecoin, Litecoin, Dash, and other UTXO or EVM-compatible chains. Support is based on the public key format and compatibility with WalletConnect or HD wallet structures.

The wallet retrieves balances and holdings regularly, but it is not a full transaction explorer. Real-time balance refresh depends on integration intervals and CoinGecko API limits. Transaction history may be visible through FSC customizations.

Yes, since Financial Holdings are standard Salesforce records, they can be exported using Salesforce reports, scheduled flows, or external integrations with BI platforms like Tableau or Snowflake.

Yes. Since holdings are tied to specific Crypto Accounts, and each Crypto Account links to a wallet/network, you can use Salesforce List Views or Reports to group or filter assets by wallet, chain, or account.

Assets are automatically detected from on-chain data. However, you can manually adjust or exclude unsupported assets via the Crypto Account configuration or customize filtering logic through Apex/Flow.

Yes. Crypto Accounts can be removed like any other Salesforce object, but doing so will also remove the related holdings. Data should be reviewed before deletion to ensure records are archived or exported if needed.

Pricing is updated based on CoinGecko’s rate limits, which vary by API key tier. Free keys have lower refresh frequency; a paid API key enables more frequent updates.

Yes. Because the system is modular, new chains or token types can be added to your org configuration as needed. This may require admin-level changes or metadata updates.