Log in to the PitchBook Platform. On the homepage, expand the side menu and go to Plugins & Apps, then select Excel Plugin. 2. Click the Download Plugin button at the top right corner to download the application.
Full Answer
What is the PitchBook plugin for Salesforce?
The PitchBook Plugin for Salesforce is an add-on module for existing users of the PitchBook Platform to integrate PitchBook data directly into Salesforce.com, providing unparalleled intelligence on the private equity, venture capital and M&A industries.
What is a PitchBook report?
PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the private equity, venture capital and M&A industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find deal data.
What Salesforce setup sources should I consult?
Salesforce Optimizer reports can be consulted to help understand changes in the number of API calls, validation rules, flows, etc. Consult the following Salesforce Setup sources when constructing a baseline of system performance and behavior: Stress testing is a key element of performance measurement.
How do I install AppExchange in Salesforce?
Installing an AppExchange solution in your Salesforce org is straightforward. You install the solution as an unmanaged or managed package, and then you configure it for your environment and users. To find a solution to install AppExchange, follow these steps.
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Does PitchBook integrate with Salesforce?
PitchBook has developed an integration for Salesforce users that allows them to view and import PitchBook information into Salesforce including details for contacts, investors, companies, advisory firms and limited partners among others.
How to add Plugin in Salesforce?
Follow these steps to set up the Analytics plugin for Salesforce command-line interface (CLI) for your CRM Analytics development project.Enable Dev Hub in your org so you can create and manage scratch orgs from the command line. ... Install the Salesforce CLI. ... Create a Salesforce Developer Experience (SFDX) project.More items...
What does PitchBook do?
PitchBook is the premier resource for comprehensive data on the global capital markets and proprietary research and insights designed to empower your best work.
What are SFDX plugins?
The SFDX plugins allow developers and devops to automate tasks which are related to Duplicate Check Licenses as well as Duplicate Check configurations.
How do I install Salesforce LWC dev server?
Install the LWC Local Development Server# Run sfdx plugins --core to see if the plug-in is installed. If yes, try to start the Local Development server. If successful, you're good to proceed. After you select SFDX: Preview Component Locally, the Command Palette displays a list of preview options.
How do I access a PitchBook?
Access to PitchBook requires that you create an individual account using your university email address. From the PitchBook log-in screen, first-time users can select Create an Account, then fill in the requested information.
Is PitchBook a software?
Our award-winning software gives you access to our data and the analytical tools you need to get answers fast, discover promising opportunities and more.
Is PitchBook worth the cost?
PitchBook is only worth the cost if your team can dedicate a significant amount of time researching for subjects your company will always need. For a standard plan, the yearly cost is $25,000 for 3 users. TrustRadius acquired this pricing based on our own shopping for powerful research tools.
Enrich company data
Supplement your existing Company & Sponsor records by bringing Pitchbook data into Salesforce about financials, key relationships and board members, deal history, and more.
Augment fund intelligence
Find and import relevant relationships to power your fundraising and business development processes.
Power deal sourcing and diligence
Accelerate your deal and investment pipeline by combining Pitchbook intel and Salesforce data about investments and portfolio companies, deal multiples and cap tables, and key relationships and more.
