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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…
Document Checklist is a capability offered by Salesforce to encourage customers to provide required documents, create document checklist items to help manage file uploads and approvals. We can create document checklist items for any of the following records in the Professional, Enterprise and Unlimited editions with financial cloud. It involves two steps. Enable Document Tracking…
Mail merge is a feature offered by Salesforce to send personalized documents to contacts, leads etc. The content is predefined so as to include the items to be customized by merging corresponding fields in salesforce. Merge fields are used to create dynamic document for each salesforce record to which the email is intended to send.…
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…
Email marketing is one of the most effective channels for boosting business opportunities. This article discusses the possibilities of Automated Email Campaigns in Jungo/Salesforce. Marketing automation can accelerate business growth tremendously with the adoption of marketing campaigns. Email campaigns are core components of automation as the customer moves through the buying process. The content…
Data modelling helps us make sense of the data residing within the system. It aids to establish specific relationships between Salesforce objects and fields. So far we have discussed about Standard Objects, Custom objects, some common standard fields and the configuration of custom fields for custom and standard objects. In this article, we will discuss…
Salesforce supports several different types of objects. Objects are containers of data (like a single spreadsheet of an excel file). Fields are like columns and Records, which are the actual data are like rows in the spreadsheet. In this article, we focus on Custom and Standard Objects. Standard objects They are objects that are included…