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Lightning app is a collection of items in the Lightning Experience which give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. The Lightning apps can be branded with a custom color and logo. By switching between apps, the team members of the org…
Lead nurturing Campaigns helps to grow relationships with prospects and customers through relevant, personalized content. They are intended to cultivate initial brand awareness and retain customers. They deliver personalized experiences throughout a buyer’s journey. Lead nurturing campaigns are replicable by means of automation tools to deliver promising results. This article presents 5 types of Lead…
The loan officers can keep track on the loans which are approaching the estimated closing date by highlighting them on the list view. It can be customized by color coding loans based on their estimated closing date. The recent ones can be coded red, later ones green and the farther ones in yellow. In this…
Validation rules verifies the data entered by a user meets a specific standard before he saves the record. To verify, it uses a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” A returned value of “True”, implies that the data entered by the user…
In Salesforce, we can customize data through standard and custom objects. Objects are containers of data which is to be stored as records in salesforce. But they are more customizable than a database. Considering objects, there are several record types which are common to every business units employing salesforce. The data in these record types…
In S-Docs-The Document generation solution for Salesforce – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we discussed about S-Docs and how to design an S-Doc template. In this article we will discuss about How to generate a document using S-Docs. For eg: In cases where discount field is greater than 0, the discount field…
S-Docs is a document generation application and e- signature solution which runs entirely on the Salesforce platform. With S-Docs, we can design sophisticated templates and with these templates, we can generate any number of documents by merging fields. This article discusses about S-Docs-the salesforce document generation solution for salesforce. Features Installation and Configuration Below given…
In How to convert a Lightning Page to dynamic form – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) we discussed about dynamic forms. In this article, let us see how to customize record page and add visibility rules to fields or section components. Even though you have chosen a page layout which is most…
Dynamic form enables to build highly flexible and dynamic experiences for end your users by configuring record detail fields and sections inside the Lightning App Builder. This article describes how to convert lightning Page to dynamic form. How Dynamic forms differ from Page Layouts? Salesforce supports different page layouts for a single object. So the…
Data sources in any program that can save data in the comma delimited text format (.csv) can be imported into Salesforce. This article discusses how to import data into salesforce using the Data Import Wizard. Salesforce offers two main methods for importing data. Data Import Wizard This lets you import data in common standard…