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In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data. The dashboard basically contains four widgets representing four different information out…
In Build Dashboard with CRM Analytics – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) , we learned about how to build a dashboard. In this article, we can see how to build a sample dashboard with CRM Analytics using several widgets to display the key metrics of a business. Most widgets have a wizard that…
CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…
CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…
Leads are potential customers of a company. In Salesforce, information about leads is stored in Lead records. We can gather leads through various lead sources like Web, Phone enquiry, past happy customers, partner referrals so on and so forth. Leads will become assets to your company once they gets converted into a contact or account…
This article explains how to Create document checklist items in Salesforce financial cloud for commonly required documents. Click Financial Services Cloud | Financial Services Cloud Administrator Guide | Salesforce Developers to learn about Salesforce financial cloud. Contact Us Now Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking…
Schedule triggered flow is a type of Auto launched flow which runs in the background as and when required. And it will repeat after the specified interval. A schedule-triggered flow starts at the time and frequency we specify when configuring Start. The Start time is the Organisation default time. You can see the organisation default…
DocsBar is the Document Management Solution provided within Jungo. In this article, we can learn the step-by-step instructions of the loan documents management using DocsBar. One can find DocsBar on the Related list of a loan page and/or a Contact Page. Steps Click on New A new window will appear as below All the documents…
In the previous article, we learned about the basics of Apex Apex – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This article presents the step by step procedure of creating a simple Apex class and method on a custom object and custom field. The prerequisites can be either one of the following. A Salesforce…
There are a wide range of campaigns available in Salesforce (Ex. Automated SMS campaign in Salesforce/Jungo ). Based on the needs of the marketers, salesforce objects can be customized for the desired marketing campaign. This can be done by doing a few configurations in Jungo. For assisting business augmentation through marketing campaigns, Salesforce provides various…