Salesforce Financial Services Directory for WordPress

Instantly create list of records from any objects for your Financial Services and Insurance organization. Any changes made in Salesforce show real-time, no sync, no delay. Showcase advisors, offices, products, brokers, and service resources with trusted live data.

✓Any change in Salesforce shows real-time on your WordPress site — no sync, no delay
✓Searchable, filterable Financial Services listings your visitors can browse without staff updates

$ 19 /month

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Salesforce Financial Services directory displayed in WordPress using Sawfish plugin

The #1 WordPress Integration for Salesforce

See your Financial Services data live in WordPress

Display your records in real-time using searchable tables, calendars, or custom layouts. Users can click any record to view a dedicated page with more info. The plugin automatically adopts your website's theme so colors and fonts always match perfectly. Sawfish plugin also lets you set secure filters to ensure users only see the specific records you want to show.

1. Download Sawfish

Install the Sawfish plugin on your WordPress site.

2. Connect to Salesforce

Create a Salesforce External Client App and authorize via OAuth 2.0.

3. Publish Your Financial Services Directory

Add the table shortcode, pick your Financial Services fields, and publish. Records update live — no manual refresh needed.

Who Benefits from a Live Financial Services Directory?

Real-time Salesforce data on your WordPress site saves time for your team and improves the experience for everyone who visits.

For Your Team

Less admin work, more accurate data

✓ Build directories of advisors, brokers, branches, products, policies, or service resources from Salesforce.
✓ Reduce duplicate maintenance across CRM, websites, and service channels.
✓ Keep customer-facing listings accurate for faster discovery and better service.

For Your Visitors

Find what they need, instantly

✓ Browse advisors, offices, products, insurance resources, or service contacts.
✓ Search by specialty, location, product type, or provider.
✓ Access current directory information with no sync delays.

Code snippet

Add a Financial Services Table with Detail Links

Paste the Sawfish table shortcode on any WordPress page, then add the snippet below to make each row clickable. Visitors open a detail page with the full record — just the fields you choose to show.

Step 1 — Add the table shortcode

          
          [sforc-table sf-o="Advisor__c"

            fields="Name,Field1__c,Field2__c"

            search="true" per-page="20"]

Replace Field1__c and Field2__c with the API names of the Financial Services fields you want to display as columns.

Step 2 — Make rows clickable (optional)

<script type="text/javascript">

window.onload = function() {

  jQuery(document).on('click', '.sforc-row', function() {

    var id = jQuery(this).attr('data-sforclink');

    jQuery("<a href='/detail-page/?sId=" + id + "' target='_blank'></a>")[0].click();

  });

};

</script>

<style>

.sforc-row { cursor: pointer; }

</style>

Clicking a row opens /detail-page/?sId=RECORD_ID in a new tab. Design that page using the Sawfish Section shortcode to display any Financial Services fields you want.

The detail page URL looks like this:

https://yoursite.com/detail-page/?sId=0030K00001u7dSNQAY

The record ID is passed as a URL parameter. Use the Sawfish Section shortcode on that page to pull and display any fields from that specific Financial Services record — great for linking to individual listings without revealing everything in the table.

Who Uses a Salesforce Financial Services Directory in WordPress?

Real scenarios where teams publish live Financial Services data from Salesforce directly to their WordPress site.

Marketing Team

Publish a Live Financial Advisor Finder

Display advisors, their specializations, and branch locations from Salesforce as a searchable WordPress directory — clients find the right advisor without calling the main office.

Download Now →

Product Management

Show Live Product and Policy Listings

Pull current product offerings, coverage types, and eligibility information from Salesforce and publish them as a filterable directory — no manual updates needed when products change.

Download Now →

Operations Team

Keep Branch Office Directories Accurate

Publish a directory of offices, agents, and territories from Salesforce records that updates in real time — no stale location pages or outdated agent lists.

Download Now →

Financial Services directories are Just the Beginning

Sawfish sets up a complete Salesforce–WordPress integration

Collect data with forms, display it with tables and cards, lock content behind Salesforce logins, and build charts — all from one plugin.

Tables & Lists

Forms & Submissions

Calendars

Charts & Dashboards

Cards & Layouts

Member Logins

Explore all features →

Sawfish gave us the ability to publish all our jobs in Salesforce onto our website in real-time, dramatically increasing the number of job applicants, candidates, and placements with our clients. Upon go-live, we saw immediate traction on published jobs, applications, candidate presentations, and overall job placements. Allen is amazing — very experienced, professional, responsive, and efficient — and the connection works like a charm!

★★★★★

Frankie Farrar-Helm

Director of Marketing
Western Healthcare, LLC

We represent over 75,000 public service workers and care providers in Oregon. Our leadership rosters were manually updated and always out of date. Sawfish plugin makes Salesforce data, like leadership rosters and steward lists, available on our public website. Members can find and contact union representatives without calling the Member Assistance Center.

Sarah Schneider

Service Employees International Union (SEIU) Local 503

★★★★★

Pricing Options — Financial Services Directories + more!

Save thousands on development costs — one flat fee for your whole team. Trusted by 200+ organizations.

Annual

$ 19

per month · paid annually

Can be used by everyone in your team!

✓ Create Unlimited pages with Cards, Tables, Calendars using Salesforce data

✓ Custom layouts with images, links, YouTube URLs

✓ WordPress-Salesforce logins for unlimited users

✓ Real-time info from Salesforce

✓ Searchable, filterable directories

✓ Connect to ANY WordPress form

✓ Real-time Charts & Dashboards

✓ Dedicated Support & Installation Assistance

✓ Latest Feature Updates

2-Year Plan

$ 17

per month · paid every 2 years

Can be used by everyone in your team!

✓ Create Unlimited pages with Cards, Tables, Calendars using Salesforce data

✓ Custom layouts with images, links, YouTube URLs

✓ WordPress-Salesforce logins for unlimited users

✓ Real-time info from Salesforce

✓ Searchable, filterable directories

✓ Connect to ANY WordPress form

✓ Real-time Charts & Dashboards

✓ Dedicated Support & Installation Assistance

✓ Latest Feature Updates

Save more time and money
Sawfish vs custom dev vs Salesforce Experience Cloud

Keep your WordPress site, your design, and your team's workflow. No expensive portals or developer contracts.

	Sawfish Plugin	Custom Dev	Experience Cloud	Manual Export
Where do directories live?	Your WordPress website	Custom WordPress build	Salesforce-hosted portal	Static page / spreadsheet
Real-time data?	Yes — live from Salesforce	Depends on build	Yes	No — manual updates
Uses your site's design?	Yes — matches your theme	Yes (dev required)	Separate Salesforce UI	N/A
Setup time	Under 15 minutes	Weeks / months	Days to weeks	Minutes — but no real-time
Price	$19 per month — whole org	$5,000+ one-time dev cost	$25+ /user/month	Free — but costly in staff time

Frequently Asked Questions

Common questions about creating a Salesforce Financial Services directory in WordPress.

Can I build an advisor or broker finder from Salesforce on WordPress? +

Yes. Use the Sawfish table shortcode pointing to your advisor or contact object. Include name, specialty, location, and contact columns. The directory is live — new or updated advisor records appear immediately.

Can I filter advisors by specialty, location, or certification? +

Yes. Any field you include as a column is searchable and filterable. Add specialty, state license, and office location fields for precise filtering.

Can clients schedule a consultation from the advisor detail page? +

Yes. Add a Sawfish form shortcode to the advisor detail page to capture consultation requests and create Salesforce records directly — no third-party scheduling middleware required.

Can I show a directory of insurance products or coverage options from Salesforce? +

Yes. Point the shortcode to any standard or custom Salesforce object, including Product2 or a custom Policy__c, and configure the fields to display.

Is the Salesforce data connection secure enough for financial services? +

Yes. Sawfish uses OAuth 2.0 to authenticate with Salesforce. No credentials or sensitive data are stored in WordPress. You control exactly which fields are visible — all other data stays in Salesforce.

Does Sawfish work with all Salesforce editions? +

Sawfish requires API access, available on Enterprise, Unlimited, and Developer editions. It does not work on Contact, Group, or Professional editions. Check our docs to verify your edition →

How much does the Sawfish plugin cost? +

Sawfish is $19/month billed annually — one flat fee covering your entire organization. Unlimited users, unlimited page views, no per-seat pricing. See full pricing →

Salesforce Financial Services Directory for WordPress