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…

Customizing model in Einstein Discovery

In Create a model in Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) and CREATE A MODEL IN EINSTEIN DISCOVERY PART 2 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have covered how to create a model from a dataset in Einstein Discovery. In this article, we will…

Overview of Einstein Discovery Part 1

Einstein Discovery by Salesforce is a powerful tool that integrates statistical modeling and supervised machine learning into your business intelligence processes. This platform offers a user-friendly, no-code-required environment for rapid iteration and analysis. This blog presents an overview of Einstein Discovery. Here’s how it works: Einstein Discovery, part of Salesforce, empowers businesses by: When implementing…

Schedule triggered flow to send notification Part 1

In this article we are discussing about a Salesforce Flow use case which is designed to streamline and enhance your loan management process.  In this scenario, we’re focusing on optimizing communication by means of Schedule triggered flow to send notification to loan officers. Specifically, our goal is to send a notification two days before the…

Lead nurturing Campaign for Prospects

Elevate your customer journey by implementing a targeted lead nurturing strategy designed to build meaningful relationships, guide prospects through the sales funnel, and ultimately foster conversions through personalized and engaging interactions. Let’s dive into some essential Lead nurturing Campaign for Prospects in Salesforce. II. Lead Prospects to Close and Retaining Campaigns: Guide prospects towards the…

Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

Salesforce report URL hacking

In this article, let’s delve into Salesforce report URL hacking. While this technique isn’t officially developed by Salesforce, it’s a favourite among admins for its ability to manipulate report filters via URL parameters. Essentially, it allows users to open a report with preset filter values, eliminating the need for multiple reports or cloning. URL hacking…

Advanced Reporting features in Salesforce Part III

Advanced reporting features in Salesforce help users create powerful and tailored reports that address complex business scenarios and provide valuable insights for decision-making. Stacked summaries redefine the way data is grouped in reports, introducing a subtle yet impactful change. This feature allows users to swiftly condense extensive data, facilitating quicker analysis and comparison. In essence,…

Advanced Reporting features in Salesforce Part II

Advanced reporting features in Salesforce help users create powerful and tailored reports that address complex business scenarios and provide valuable insights for decision-making. 5. Reporting Snapshots 6. Historical Trend Reporting 7. Field-to-Field Filters To learn more about Field-to-field filters, click Filter Reports Using Field Comparisons with Field-To-Field Filters (salesforce.com) Contact Us Now  Take Five Consulting is…

HOW TO MANAGE LEADS IN SALESFORCE PART II

Effectively managing leads in Salesforce involves a systematic approach to organize, track, and nurture potential borrowers throughout the sales cycle. In How to manage leads in Salesforce Part I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we began by capturing and entering lead information into Salesforce, ensuring accurate data. In this article we…