Resources
Vantage Point Docs
31 practical guides, standards and checklists for Salesforce, HubSpot, Claude and OpenAI, written by senior consultants for financial services and other regulated firms. Each one links to the vendor's official documentation.
Salesforce7 docs
Financial Services Cloud, wealth management migrations and integrations, sandboxes, permissions and release management for Salesforce orgs at regulated firms.
How to set up households in Financial Services Cloud
In Financial Services Cloud, a household is an Account with the Household record type. Clients join it through Account Contact Relationships, usually …
StandardSalesforce sandbox strategy: which sandbox to use for what
Use Developer sandboxes for building, a Partial Copy sandbox for testing with realistic data, and a Full sandbox for user acceptance testing and …
ChecklistSalesforce data migration checklist for regulated firms
A Salesforce migration goes well when every source record has an external ID, the field mapping is signed off before anyone loads data, records go in …
ChecklistSalesforce release checklist: moving changes to production
Every Salesforce change should be built in a sandbox, tracked in source control, tested by someone other than the builder, approved by the business …
GuideMoving from Redtail or Wealthbox to Financial Services Cloud
Map every Redtail or Wealthbox contact type to an FSC record type first: people become Person Accounts, families become households, and businesses …
Decision guideConnecting custodians, portfolio and planning tools to Salesforce
For most wealth firms, connect Salesforce to the portfolio management or reporting system first, because it already normalizes custodian data, …
StandardSalesforce merge and delete permissions: a safer standard
Merging records in Salesforce requires Delete permission on the object, so most firms end up giving delete rights to people who only need to merge. …
HubSpot9 docs
Onboarding, data model, property standards, automation, email and the Salesforce connector for HubSpot portals.
HubSpot property naming and governance standards
Create HubSpot properties with a clear label, a permanent internal name that says what the field holds, the right field type, a description and a …
Decision guideHubSpot workflows vs sequences: when to use each
Use a sequence when a salesperson is following up one to one and the outreach should stop when the person replies or books a meeting. Use a workflow …
GuideHow to authenticate your email sending domain in HubSpot
Connect your sending domain in HubSpot under Settings, Content, Domains and URLs, Email Sending, then publish the DKIM, SPF and DMARC records it …
ChecklistHubSpot Salesforce connector setup checklist
Before the first sync, test the HubSpot Salesforce connector between sandboxes, set an inclusion list so only the records you choose sync, decide the …
GuideHow to manage HubSpot marketing contacts and avoid overages
HubSpot bills marketing tiers on marketing contacts, the contacts you can send marketing email to. Set new contacts to non-marketing by default where …
StandardLogging email in HubSpot without exposing private conversations
Decide who can read logged email before you connect inboxes. Set up teams, limit communication access by team or owner, exclude internal and …
Decision guideHubSpot lifecycle stages, leads and deals: how to set them up
Lifecycle stages describe where the relationship is; deal pipelines describe a specific piece of revenue work. Define entry and exit rules for each …
ChecklistHubSpot onboarding checklist for a new portal
Set up a new HubSpot portal in this order: users, teams and security; domains and email authentication; subscription types and preference pages; …
Decision guideWhen to use a custom object in HubSpot
Start with HubSpot's standard objects: contacts, companies, deals, tickets and parent and child companies. Create a custom object only when a thing …
Claude4 docs
Choosing an AI layer, connecting Claude to your CRM through MCP and rolling out Claude Team or Enterprise with the controls compliance expects.
How to connect Claude to Salesforce and HubSpot with MCP
Connect Claude to Salesforce or HubSpot through the vendor's hosted MCP server, added as a connector in Claude. Start read-only, let Claude act as …
ChecklistClaude Team and Enterprise rollout checklist
Roll out Claude in this order: choose the plan, connect single sign-on, set data retention and connector permissions, publish a usage policy, train …
GuideSetting up and troubleshooting Claude with Salesforce MCP
Most failed Claude to Salesforce MCP connections come down to the External Client App settings: the OAuth scopes, PKCE and the run-as user. Add the …
Decision guideAgentforce, Microsoft Copilot or Claude: choosing your AI layer
Choose by where the work happens and what you already own. Agentforce fits work inside Salesforce records and processes; Microsoft Copilot fits work …
OpenAI3 docs
Setting up the OpenAI API, its data controls and the patterns for using OpenAI models with Salesforce and HubSpot.
OpenAI API data controls for regulated firms
OpenAI says data sent to its API is not used to train models unless you opt in. API inputs and outputs can be kept for up to 30 days in abuse …
GuidePatterns for using the OpenAI API with Salesforce and HubSpot
There are three common ways to use OpenAI models with a CRM: call the API from a HubSpot workflow custom code action, bring an OpenAI model into …
ReferenceSetting up an OpenAI API organization for business use
Set up the OpenAI API platform as an organization owned by your company, with one project per application, keys scoped to projects, service accounts …
Delivery & compliance8 docs
How we scope, integrate, migrate, test and support CRM projects, and the data and recordkeeping rules regulated firms need answered.
User acceptance testing checklist for CRM projects
User acceptance testing (UAT) is where the people who will use the CRM confirm it does their job before go-live. Write test scripts from real …
GuideHypercare after CRM go-live: what it covers and how to run it
Hypercare is the short period right after go-live when the delivery team stays on to fix defects fast, answer user questions and watch adoption. …
ChecklistCRM and AI recordkeeping checklist for broker-dealers and RIAs
For broker-dealers and investment advisers, the CRM and the AI tools around it create business records and communications that SEC and FINRA rules …
ChecklistDiscovery phase checklist for CRM projects
A good CRM discovery maps decisions, not menus. Answer five questions before anyone builds: how buyers or clients move through your process, who owns …
StandardIntegration standard: system of record and sync direction
For every object an integration touches, write down which system owns it, which way data flows, how records match and what happens on error. Match on …
StandardData migration mapping workbook: the tabs and rules we use
Keep every migration decision in one workbook: a cover tab, a decisions log, the object map and load order, a user map, one tab per object with …
StandardKeeping regulated data out of the CRM: a three-tier boundary
Sort every kind of data into three tiers: data the CRM may hold, data the CRM may only reference by title, status and link, and data that never …
ReferenceWhen an email needs principal approval under FINRA Rule 2210
Under FINRA Rule 2210, a written communication sent to more than 25 retail investors within any 30-day period is a retail communication, and …
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