Finacast - Financial Planning & Forecasting for Salesforce | Mirketa

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Finacast is a Salesforce-native financial planning and forecasting solution designed to help individuals, financial advisors, and organizations gain a clearer view of their financial future. Instead of relying on spreadsheets or disconnected tools, Finacast brings everything into one unified platform where users can plan, simulate, and track financial outcomes in real time. With Finacast, users can build detailed financial plans, forecast net worth, manage budgets, and explore “what-if” scenarios such as salary changes, major purchases, life events, or shifting financial goals. It helps transform complex financial data into simple, visual insights that are easy to understand and act on. Built for flexibility, Finacast allows users to test different financial strategies before making real-world decisions. Financial advisors can also use it to guide clients more effectively, offering data-driven recommendations and improving long-term financial planning outcomes. By integrating directly with Salesforce, Finacast ensures secure data handling, real-time updates, and a seamless experience within existing CRM workflows. It is designed to reduce manual effort, improve financial visibility, and support smarter, more confident decision-making. Whether you're an individual planning your future or an advisor managing multiple clients, Finacast helps bring clarity, structure, and confidence to financial planning.

eCourier – Automated Salesforce Report Scheduler | Mirketa

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eCourier is a Salesforce-native report scheduling and delivery tool designed to simplify how organizations share critical business insights. Instead of manually exporting and emailing reports every day, eCourier automates the entire process so teams always receive the right data at the right time. With eCourier, users can schedule standard or custom Salesforce reports and deliver them in formats like CSV, Excel, or directly embedded content. Reports can be sent to Salesforce users, contacts, or even external email recipients, making it easy to keep both internal and external stakeholders informed without extra effort. The tool offers flexible scheduling options, including hourly, daily, weekly, monthly, or custom intervals, allowing organizations to match reporting frequency with their business needs. Users can also personalize email content, modify schedules anytime, and run reports on demand when needed. Built natively on Salesforce, eCourier ensures data security by keeping everything within the Salesforce environment—nothing is stored externally. This makes it a reliable and secure solution for teams that depend on timely reporting for decision-making, compliance, and operational visibility. Whether you're in sales, operations, or management, eCourier helps eliminate repetitive reporting tasks and ensures your stakeholders always stay updated with accurate, timely insights.

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Mirketa provides a range of services to support cloud and data initiatives.

Duplicate Search & Merge Salesforce Dedupe Tool | Mirketa

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Duplicate Search & Merge by Mirketa is a powerful Salesforce data management solution designed to help organizations quickly identify, review, and eliminate duplicate records across standard and custom objects. It streamlines the entire deduplication process through a simple, guided workflow that makes it easy for both administrators and business users to maintain clean and reliable data. The tool offers a structured 5-step process to search, review, and merge duplicates with precision. Users can apply customizable filters to narrow down results, preview potential matches, and select whether to merge individual records or handle them in bulk with a “merge all” option. Before finalizing any action, users can verify the master record to ensure data accuracy and consistency. Built with strong data governance in mind, Duplicate Search & Merge allows users to export duplicate records for backup before merging, update master fields, and re-parent related child records seamlessly. This ensures that no critical information is lost during consolidation. To improve efficiency, the solution also supports automation features such as scheduling deduplication jobs and sending notifications once merges are completed. In addition, built-in dashboards and reporting capabilities provide clear visibility into duplicate trends and cleanup progress, helping teams maintain long-term data hygiene. Overall, Mirketa’s Duplicate Search & Merge tool helps organizations reduce data redundancy, improve CRM accuracy, and enhance operational efficiency within Salesforce environments.