by Rebecca Heald | Jul 26, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
Experience Cloud Licenses are authenticated member or login-based licenses that are assigned to a specific external user who accesses a community over time. This short article summarises vital information about the current Experience Site Licenses available. For...
by Rebecca Heald | May 23, 2023 | Additional Salesforce Features, General, Salesforce Administration, Starter Administration
There are several ways to connect two Salesforce orgs. The method you choose depends on the business’s needs and technical expertise available. These are: event-based integration using Change Data Capture or Platform Events, an API Integration, and middleware...
by Rebecca Heald | Nov 25, 2022 | Additional Salesforce Features, Salesforce Administration
The Actionable Relationship Center helps advisors to manage relationships in one location. The Actionable Relationship Center displays Financial Services Cloud packaged relationships as well as those that come out of the box with Salesforce. They are represented in a...
by Rebecca Heald | Nov 18, 2022 | Additional Salesforce Features, Salesforce Administration
A Lightning Record page component that comes with Financial Services Cloud is the Life Events and Milestones component. It helps provide an overview of a person’s professional or personal milestones (think births, home moves, and life-changing surgery). For...
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 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 | Apr 23, 2022 | Additional Salesforce Features, Salesforce Certifications
These are my OAuth authorization flow notes for my Identity and Access Management Certification Study. They cover the parts that I wanted to dive into, so please keep the source documentation as your go-to place, and use these as a summary/aid to support any research...
by Pascale Gieryn | Jan 30, 2022 | Additional Salesforce Features, Supercharged Administration
Getting Data into Tableau from all streams of Data Sources allows your teams to combine analytics as well as view and track campaign progress. Connecting Google Analytics or any external data source to Tableau can be done following these steps: Log into Tableau...
by Pascale Gieryn | Jan 24, 2022 | Additional Salesforce Features, Pardot, Salesforce Administration, Starter Administration
Salesforce is well-known for developing a platform that provides a 360 view of the customer so that you can stay connected to your clients in every way. Building your website or hosting pages on Experience Cloud is one way to keep a single source of truth to all...
