Introducing RegBench, our benchmark for regulatory reasoning. First results publish soon.Learn more

Amoreg × Salesforce

Amoreg reads client and account records in Salesforce, connected once for the organization by an admin or by each person for themselves.

AmoregSalesforce

Kind: Workspace integration, also a plugin
Connected by: The firm or each person
How: Sign in with Salesforce, for the firm or for yourself
Access: Reads freely; acts only when you ask

What Amoreg does with Salesforce.

01
Clients in context
Account, contact and opportunity records read beside the policy that applies to them.
02
For the firm or for you
An admin connects the firm’s Salesforce for the organization, or anyone connects their own.
03
Before a file review
Read an account’s record in chat before a file review, alongside your onboarding policy.

Ask in plain words. Tag @Salesforce.

Mention it in any chat and Eve reads what the request needs, cites what it used, and asks before anything that sends.

Amoreg EveMarinus Trustees

You

@Salesforce which clients onboarded this month are missing a risk rating?

You

@Salesforce pull this account’s contacts for the beneficial ownership check

You

@Salesforce list accounts due for periodic review this quarter

How it connects. The firm or each person.

1For the firm: an admin connects Salesforce once from Compliance, then Integrations.
2For yourself: connect it from Plugins. Sign in with Salesforce, for the firm or for yourself.
3Tag it in chat: the firm’s connection or your own, never mixed.

Compliance · IntegrationsMarinus Trustees

SalesforceReads freely; acts only when you askConnected
Connected byAn organization adminAdmin
Used byEvery member’s Eve, in this organization onlyFirm

Who connects Salesforce. Firms like these.

It comes up most around customer due diligence, beneficial owner and politically exposed person.

For corporate service providersTrust and corporate services, with every client company kept apart and every decision on file.

For fund adminsOne workspace per fund, with walls between them.

For MLROsAnswers with sources, sign-offs on the record.

Questions.

Who connects Salesforce?

Either: an admin connects it for the organization, or each person connects their own. The two are kept apart, and a chat says which one it used.

What can Amoreg see in Salesforce?

Reads freely; acts only when you ask. Sign in with Salesforce, for the firm or for yourself, so Amoreg reaches no more than that connection allows.

Does Amoreg change anything in Salesforce on its own?

No. Eve acts only when someone asks, and anything that sends email waits for that person’s approval of the exact message.

Where Salesforce shows up. Across the platform.

Amoreg EveA senior compliance consultant in every conversation.

WorkflowsRepeatable compliance work, drawn as a chart and run.

Amoreg ReviewComing soonEvery client’s file, from onboarding to periodic review.

More workspace integrations.

All integrations

SharePointAmoreg finds and reads the firm’s documents in SharePoint, only on the sites an admin granted, so policies and registers ground every answer.Workspace, or as your own plugin Google DriveAmoreg searches and reads the firm’s Google Drive through a service account that sees only the folders shared with it.Workspace, or as your own plugin OneDriveAmoreg searches, lists and reads files in OneDrive, connected once for the organization by an admin or by each person for their own files.Workspace, or as your own plugin iManage CloudAmoreg browses the firm’s iManage matters and documents with each person’s own permissions, finds precedents and reviews tracked edits.The firm, through an admin LaserficheAmoreg searches, lists and reads documents in the firm’s Laserfiche repository: policies, registers and correspondence, within the folders an admin allows.The firm, through an admin RuleGuardAmoreg reads the firm’s RuleGuard registers, policies, attestations and monitoring, so the compliance record and the conversation are one.The firm, through an admin