Key features of Salesforce Workbench

Salesforce Workbench is a powerful, web-based suite of tools designed for Salesforce administrators and developers to interact with their Salesforce organizations. This robust toolset allows users to perform a variety of tasks, from querying data to performing DML operations, and even managing metadata. In this article, we will explore the key features, functionalities, and practical…

Set up user and borrower access in Salesforce financial services cloud

In Overview of Salesforce Financial Services cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have discussed an overview of Salesforce Financial Services Cloud. In this article, we will learn about how to set up user and borrower access in Salesforce financial services cloud. Considerations for setting up user and borrower access to…

Salesforce External Services: An Overview

Salesforce’s External Services allow you to integrate external web services into the Salesforce platform without writing code. External Services bridge the gap between Salesforce and external applications, making it easier to extend Salesforce’s capabilities with services that reside outside of its ecosystem. This article will cover an overview of Salesforce External Services. How External Services…

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.…

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…

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…

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…

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…

CREATE A MODEL IN EINSTEIN DISCOVERY PART 2

We have discussed about how to create a model in Einstein Discovery in our previous article. As analysis and training progress, Einstein Discovery scrutinizes your data for quality concerns, including duplicate impact (known as the multicollinearity data alert), potential biases, frequent missing values, and various other data quality issues. Whenever a potential data quality problem…