Enhanced Transaction Security in Salesforce

Transaction Security is a feature in Salesforce that monitors events in real-time to detect potential issues based on predefined rules. It allows you to create policies that include events, notifications, and actions. An event is any occurrence in Salesforce, such as user clicks, changes to record states, or value measurements. Events are immutable and timestamped.…

DDM Rules in Encompass – Part II

Dynamic Data Management (DDM) in Encompass is a powerful tool designed to automate data entry and management. By reducing manual input and ensuring data consistency, DDM helps streamline workflows, minimize errors, and enhance overall efficiency. Whether you’re a loan officer, processor, or underwriter, DDM rules in Encompass offers significant advantages that can transform your daily…

DDM Rules in Encompass – Part I

Dynamic Data Management (DDM) in Encompass is a powerful tool designed to automate data entry and management. By reducing manual input and ensuring data consistency, DDM helps streamline workflows, minimize errors, and enhance overall efficiency. Whether you’re a loan officer, processor, or underwriter, DDM rules in Encompass offers significant advantages that can transform your daily…

How to create Prompts in Salesforce Lightning-Part 2

In How to create Prompts in Salesforce Lightning-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we learned how to create a floating prompt in Salesforce Lightning. In this article, we will discuss how to create a targeted prompt, docked prompt and walkthrough in Salesforce. Targeted Prompt Targeted prompts offer the same advantages…

How to create Prompts in Salesforce Lightning-Part 1

Salesforce provides two forms of in-app guidance: prompts and walkthroughs. These tools serve various purposes such as facilitating onboarding, encouraging feature adoption and discovery, and enabling deeper learning experiences. A prompt serves as a concise and focused window, guiding users’ attention to a specific feature, update, or call to action. Users observe the prompt, engage…

Custom Report types in Salesforce

Custom report types in Salesforce provide a structured framework within the report wizard, enabling users to create and tailor reports to their needs. By leveraging the relationships, whether master-detail or lookup, between objects, custom report types offer the following capabilities: Custom Report Types Click New Custom Report Type. When finished, use the Venn diagram to…

Overview of User Engagement in Salesforce

User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. In this article we will discuss an overview of user engagement in Salesforce. Below shows ‘Guidance center’ which is an example for user engagement. There are four basic scenarios in user engagement. Types of user engagement How to decide which…

Income Analyzers in Encompass – Part II

In today’s competitive mortgage lending environment, efficiency and accuracy are critical. Loan officers face the challenge of meeting tight deadlines while ensuring precise income verification for each loan application. Manual data entry, document searches, and calculations consume time and risk errors. Encompass Income Analyzer offers a solution, enhancing speed and accuracy in loan decisions. This…

Income Analyzers in Encompass – Part I

In today’s competitive mortgage lending environment, efficiency and accuracy are critical. Loan officers face the challenge of meeting tight deadlines while ensuring precise income verification for each loan application. Manual data entry, document searches, and calculations consume time and risk errors. Encompass Income Analyzer offers a solution, enhancing speed and accuracy in loan decisions. This…

How to create a custom object in Salesforce from Spreadsheet

In Salesforce, we can utilize custom objects to effectively track and store data specific to your organization’s needs. If manual creation of a custom object and its fields isn’t your preference, you have the option to use a spreadsheet to add the object, define its fields, and input all record data seamlessly. You have two…