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 I

Salesforce offers several advanced reporting features that empower users to derive meaningful insights and make data-driven decisions. Some notable advanced reporting features in Salesforce include: 2. Cross Filters 3. Summary Formulas 4. Row Level Formulas To learn more about row level formulas, click Write a Row-Level Formula (salesforce.com) Contact Us Now  Take Five Consulting is a…

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…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

Schedule triggered flow to notify a loan owner before loan close date

We already covered an overview of Schedule Triggered flow. A schedule-triggered flow commences at the designated time and frequency, initiating processing for a batch of records. This type of flow begins execution based on the specified schedule and recurrence pattern. In this article, we presents a mortgage specific use case to create a Schedule triggered…

How relevant Sales Cloud Einstein to a mortgage firm

Sales Cloud Einstein enhance the loan team’s efficiency at every stage of the sales process with essential predictions, smart recommendations, and timely automation. Sales Cloud Einstein functions as your dedicated data science department, adapting from your Loan officer team’s activities and CRM data. This article gives a brief overview on ‘How relevant Sales Cloud Einstein…

How to integrate Google Spreadsheet with Salesforce

Salesforce Connector for Google spreadsheet add-on seamlessly integrates Salesforce with Google Sheets, providing powerful functionality to enhance your workflow. In this article, we will discuss How to integrate Google spreadsheet with Salesforce. With this tool, you can perform four key operations on your Salesforce data: Follow the steps below to integrate Google spreadsheet with Salesforce.…

Mortgage specific chatter groups in Salesforce

We have covered the overview of Salesforce Chatter and the basics of chatter groups in our previous articles. In this article, let us see certain examples of Mortgage specific chatter groups in Salesforce and how to create a group. Groups useful for a mortgage firm Types of Chatter group How to create a Chatter group…