Introducing our Salesforce App
PolicyMap for Salesforce brings powerful location intelligence directly into your Salesforce environment. The app enriches your Accounts, Opportunities, and Leads with demographic, housing, and health data—providing valuable context about the communities where your clients and prospects are located. For teams new to PolicyMap, this means seeing neighborhood-level insights alongside your Salesforce records for the first time. And for existing PolicyMap users, it means seamless access to the same trusted data without switching between platforms.
What Is PolicyMap for Salesforce?
PolicyMap for Salesforce is an app that integrates reliable neighborhood-level demographic, housing, and health data directly into Salesforce, giving users location-based insights within their existing workflow.
SEE THE APP IN ACTION. WATCH THE DEMO BELOW.
Built for Organizations Like Yours
Nonproft
Community Development Lenders
Banks
Government
Healthcare Organizations
Get In Touch
Fill in the form to contact our team for more information, personalized demos, data questions, and pricing. We’ll be in touch shortly.
Why Integrate PolicyMap Data In Salesforce
Enhance Salesforce Records
Access curated data packages for housing and housing finance, healthcare and social determinants of health, or demographics—refreshed regularly.
For example, housing organizations can instantly determine if accounts or leads qualify for CRA, NMTC, CDFI, Opportunity Zones, or other federal programs.
Leverage Mapping & Visualization
Identify gaps and consider where additional investments or activities are needed by visualizing current accounts, opportunities, or leads on a national map right within Salesforce.
For example, community and economic development organizations can streamline site selection and evaluation processes by embedding neighborhood-level data directly into their workflow.
Generate Insight-Rich Reports
Generate and download reports of accounts, opportunities, or leads that meet certain market criteria without leaving Salesforce.
For example, nonprofits and foundations can easily identify locations that meet grant criteria.
Data Packages
Choose from datasets tailored to housing, health, and demographics.
Contact us for custom data needs.
Demographics
Explore information about the communities where you work. Includes: Age, Race, Ethnicity, Sex, Language, Foreign Born, Veterans, Household Type, Education, Housing, Financial Stability, Quality of Life, and more.
Housing
Check eligibility for federal programs, including NMTC, CDFI Fund, CRA, QCTs, and Opportunity Zones. Understand housing stock characteristics, market conditions, cost and affordability, mortgage activity, community risk, and more.
Health
Coming Soon.
FAQ
Can I use PolicyMap for Salesforce with custom objects and addresses?
The current version works with native Salesforce objects and addresses—Accounts, Opportunities, Leads, and Contacts. Contact us to learn about the upcoming release that will support custom objects and addresses.
Are the data packages customizable?
Yes. Customers can add to existing packages or have us create a unique package for a one-time fee. Contact sales to learn more.