by Rebecca Heald | Nov 17, 2022 | Additional Salesforce Features, Salesforce Administration
This is a short article about Financial Goals in Financial Services Cloud. Their purpose is to enable a user to track their customers’ saving related goals. A user can speak with their customer to capture their wishes and goals for the future and track towards...
by Rebecca Heald | Nov 16, 2022 | Additional Salesforce Features, Salesforce Administration
Financial Services Cloud Action Plans enables repeatable tasks and their typical sequence of execution to be automated. The result: improved productivity and collaboration. Tasks can be set up to be assigned to queues or specific users according to a cadence of time...
by Rebecca Heald | Nov 15, 2022 | Additional Salesforce Features, Salesforce Administration
Salesforce’s Financial Services Cloud is designed for the financial sector with retail, corporate and investment banking, wealth management, insurance, and mortgage businesses in mind. It provides customer-centric experiences that are seamless and allow the...
by Rebecca Heald | Nov 14, 2022 | Additional Salesforce Features, Salesforce Administration
Leads and Referrals In Financial Services is a feature that helps take the clunkiness and wait time out of referring a customer to a colleague to meet that customer’s needs. A lead is generally self-sourced, can be unreliable and if they are generated off...
by Rebecca Heald | Nov 1, 2022 | Salesforce Certifications
While studying for the Identity and Access Manager certification, I wanted to dive into Login Flows. Here are my notes on this topic. Custom login flows are incredibly useful for enforcing business processes when a user authenticates to login to a Salesforce org or...
by Rebecca Heald | Sep 14, 2022 | Marketing, Marketing Cloud
This article is a summary of what possible analytics and metrics are available in each Social Studio instance alone. It is an introduction to Social Studio Analyze highlighting some elements that have interested me. There are three tools to build up your Analytics in...
by Rebecca Heald | Sep 1, 2022 | Marketing Cloud
Social Studio has a flexible roles based access control structure to enable users to carry out their tasks. There are Roles that apply to the whole Social Studio tenant and those that apply to a Workspace. This article focuses on the use case that the...
by Pascale Gieryn | Aug 31, 2022 | Additional Salesforce Features, General, Marketing, Salesforce Administration
The Mailchimp integration allows marketers to segment data within Salesforce! Marketers can send these segmented, up-to-date sets of data (called Queries) straight into Mailchimp for use as a sending list for a campaign. In this article, you will find 3 ways of...
by Rebecca Heald | Aug 1, 2022 | Salesforce Certifications
These notes on OAuth 2.0 User Agent Flow were made studying for Identity and Access Management Architect Salesforce certification. OAuth 2.0 User Agent Flow: To implement the User Agent Flow, we need to create a connected app (see this article here) which is then used...
by Rebecca Heald | Jul 28, 2022 | Salesforce Certifications
These are my notes on Canvas Apps made while studying for the Integration Architect certification exam. Canvas is a mechanism for consuming applications in Salesforce. It connects applications at both the API and user interface level. It is a connected app, but not...
