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We covered the basics of Einstein lead scoring in Einstein lead Scoring in Salesforce Sales Cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss how to Set up Einstein lead scoring in Salesforce Sales Cloud. Einstein Lead Scoring introduces a Lead Score field to leads, aiding loan officersin…
Einstein Lead Scoring is a feature within Salesforce that uses data science and machine learning to help businesses prioritize and score their leads more effectively. Here’s a breakdown of how Einstein lead Scoring in Salesforce Sales Cloud works: Overall, Einstein Lead Scoring in Salesforce Sales Cloud streamlines the lead prioritization process by leveraging machine learning…
Paths in Salesforce provide loan officers with a visual guide outlining the essential stages to follow when navigating through a sales process. These customized paths can encompass critical fields that must be filled out by reps before progressing to the subsequent stage in the sales journey. This article explains how to Optimize business Processes with…
Einstein Activity Capture enhances productivity by seamlessly synchronizing data between Salesforce and your email and calendar applications, ensuring that information stays current and accurate. This article explains how to set up Einstein Activity Capture in Salesforce. 2. Basic Settings 3. Creating a configuration that controls what to capture and sync. 4. Sync Settings 5. User…
This article is the third and final part of Building Borrower portal for mortgage firms in Salesforce. You can read the first two parts here Building Customer Account portal for Borrowers in a mortgage firm-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), BUILDING CUSTOMER ACCOUNT PORTAL FOR BORROWERS IN A MORTGAGE FIRM-II –…
With Customer account portal, borrowers can quickly search knowledge articles and update personal information such as addresses and phone numbers. Borrowers can check the status of their loans and find related information. This article explains the steps in Building Customer Account portal for Borrowers in a mortgage firm using Salesforce. To set up a portal,…
We have discussed two ways to share records between internal and external users and between two partner accounts in the partner portal. In this article let us see how to share data between partner accounts in the Realtor portal using Account Relationship. Account relationships are great when you need to set up a business relationship…
Sharing rules grant additional access to records on an object-by-object basis, regardless of where users fall on the role hierarchy. Sharing rules work the same way for external users as they do for internal users. In this article, let us see how to use them for sharing records with Partner users of Realtor Portal in…
In our previous articles on Building Realtor Partner Portal for mortgage firms in Salesforce, we have so far discussed the creation of a realtor partner portal site, conversion of Salesforce accounts to partner accounts and contacts to partner users. We made a halt after setting up an external sharing model by which the loan visibility to…
In our previous articles- Building a Realtor Partner Portal for Mortgage firms in Salesforce-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) and Building a Realtor Partner Portal for Mortgage firms in Salesforce-II – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have seen how to create a dedicated partner portal for realtor…