# Deal Sourcing & Screening for Wealth Managers with Salesforce Financial Services Cloud

> AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Salesforce Financial Services Cloud](https://calish.com/workflows/tool/salesforce-financial-services-cloud/)
- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Specialty:** High-Net-Worth Advisory
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/deal-sourcing-and-screening-for-wealth-manager-with-salesforce-financial-services-cloud/

## The Problem

High-Net-Worth Advisory associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build in Salesforce Financial Services Cloud

AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Salesforce Financial Services Cloud — uses the native API or agent integration so nothing leaves the system of record.

## Salesforce Financial Services Cloud Integration Approach

1. **Audit your Salesforce Financial Services Cloud configuration.** We map the specific Salesforce Financial Services Cloud objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
2. **Build on the Salesforce Financial Services Cloud API or agent.** Integration happens inside Salesforce Financial Services Cloud — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Salesforce Financial Services Cloud with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Deal Sourcing & Screening for Wealth Managers](https://calish.com/workflows/deal-sourcing-and-screening-for-wealth-manager/)
- AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Other Salesforce Financial Services Cloud Automations

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/with/new-client-onboarding-for-wealth-manager-with-salesforce-financial-services-cloud/)
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-salesforce-financial-services-cloud/)
- [Portfolio Drift & Rebalance Alerts for Wealth Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-salesforce-financial-services-cloud/)
- [KYC/AML Review for Wealth Managers](https://calish.com/workflows/with/kyc-aml-review-for-wealth-manager-with-salesforce-financial-services-cloud/)
- [LP & Investor Reporting for Wealth Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-wealth-manager-with-salesforce-financial-services-cloud/)
- [RMD & Distribution Tracking for Wealth Managers](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-wealth-manager-with-salesforce-financial-services-cloud/)

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