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Salesforce has implemented security changes impact Salesforce orgs including Elements clients starting this month.

This article includes the impact and what steps to take to comply with these changes.
 
Clients will need to implement and use Microsoft Graph to connect between Salesforce and Exchange Online. To learn more about this and what is required, click here.
Clients will need to implement domain verification. To learn more about this and what is required, click here.

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Default Fields within Requests -Powered by Conga Default Request: Address Change Default Request: Change of Contact Information Default Request: Client Account Update Default Request: Client Deposit Default Request: Client Reporting Process Default Request: Client Risk Tolerance Update Default Request: Client Withdrawal Default Request: New Account Open Default Request: New Client Onboarding Default Request: New Relationship - Prospect Default Request: Portfolio Compliance Audit Default Request: Prospect Outreach Default Request: RMD Distribution Default Request: Rebalance Client Portfolio What are Requests? Workflows Powered by Conga What are Workflows?