PolicyMap for Salesforce
COMING SOON: FALL 2025
PolicyMap is launching a Salesforce Plugin!
Empower smarter decisions with location intelligence—right inside Salesforce. With the PolicyMap plugin, you can instantly access geographic eligibility data for accounts and leads. No more switching between platforms—PolicyMap brings critical neighborhood-level insights directly into your Salesforce workflow.
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Built for Organizations Like Yours
Nonproft
Community Development Lenders
Banks
Government
Healthcare Organizations
How We Help
Eligibility Insights
Instantly determine if accounts or leads qualify for CRA, NMTC, CDFI, Opportunity Zones, or other federal programs.
Custom Reports
Generate and download lists of accounts or leads that meet specific market criteria—all within Salesforce.
Mapping & Visualization
View accounts and leads on national maps of eligibility criteria to identify gaps and opportunities.
Presentation-Ready Maps
Export high-resolution PNG or PDF map images for reporting and presentations.
Curated Data Packages
Choose from datasets tailored to housing, health, demographics, and more—or contact us for custom data needs.
Seamless Integration
Simple installation by your Salesforce admin. PolicyMap geocodes account addresses and returns relevant data—without storing any address information.