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In the realm of customer relationship management, Salesforce Einstein offers powerful tools to assist businesses in making informed decisions. One of its noteworthy features is Opportunity Scoring, which aids in predicting the likelihood of closing deals. By Enhancing Opportunity Scoring with Salesforce Einstein, your team can focus on the right opportunities so you can close…
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…
In mortgage firms, loan officers spend a considerable time in sending emails and calendars. If they are able to bring Salesforce data to the place where they spend most of their time, loan officers can spend less time entering data and switching between the two applications. This article discuss in detail the step by step…
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 –…
We have discussed the initial steps to set up a dedicated borrower portal for mortgage firms using Salesforce in Building Customer Account portal for Borrowers in a mortgage firm-I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). We already created a self-registration flow for borrower to register and log in to the portal site…
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…