Salesforce External Services: An Overview

Salesforce’s External Services allow you to integrate external web services into the Salesforce platform without writing code. External Services bridge the gap between Salesforce and external applications, making it easier to extend Salesforce’s capabilities with services that reside outside of its ecosystem. This article will cover an overview of Salesforce External Services. How External Services…

How to create a custom object in Salesforce from Spreadsheet

In Salesforce, we can utilize custom objects to effectively track and store data specific to your organization’s needs. If manual creation of a custom object and its fields isn’t your preference, you have the option to use a spreadsheet to add the object, define its fields, and input all record data seamlessly. You have two…

SCHEDULE TRIGGERED FLOW TO SEND NOTIFICATION PART 2

This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can…

Schedule triggered flow to send notification Part 1

In this article we are discussing about a Salesforce Flow use case which is designed to streamline and enhance your loan management process.  In this scenario, we’re focusing on optimizing communication by means of Schedule triggered flow to send notification to loan officers. Specifically, our goal is to send a notification two days before the…

Lead nurturing Campaign for Prospects

Elevate your customer journey by implementing a targeted lead nurturing strategy designed to build meaningful relationships, guide prospects through the sales funnel, and ultimately foster conversions through personalized and engaging interactions. Let’s dive into some essential Lead nurturing Campaign for Prospects in Salesforce. II. Lead Prospects to Close and Retaining Campaigns: Guide prospects towards the…

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…

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…

Revenue Intelligence in Salesforce Sales cloud

Revenue intelligence integrates diverse facets of the sales process, spanning sales analytics, customer analytics, pipeline inspection, price optimization, and market intelligence. Through harnessing data from various channels like CRM systems, sales pipelines, customer interactions, and external market sources, this strategic tool empowers businesses to make well-informed decisions. The aim is to not only boost revenue…

Unlocking Collaboration: An Overview of Salesforce Chatter

Salesforce Chatter helps to engage in meaningful discussions about business with colleagues, experts, and customers, and conveniently archive these conversations for future reference. This article gives a brief introduction on Unlocking Collaboration: An Overview of Salesforce Chatter. Streams and Recent Groups Streams, are super feeds that you create by combining feeds from all kinds of…

The Role of Microservices in Mortgage Industry

Microservices have emerged as a pivotal force in the realm of software development, particularly influencing the digital transformation of lending businesses. This revolutionary approach entails the creation of distinct, autonomous services for various business functions, allowing them to interconnect as needed. By orchestrating a collection of these independent services, a loosely coupled architecture is formed,…