Skill UI

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

This comprehensive guide details the configuration of Salesforce's multi-layered security model, including Profiles, Permission Sets, Roles, Organization-Wide Defaults (OWD), and Sharing Rules. It is essential for implementing robust Role-Based Access Control (RBAC) and integrating advanced features like SAML SSO, ensuring users only access necessary data.