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In the previous article Building an AI Mortgage Assistant with Agentforce Part 1 – Mortgage Banking Technology | Origination Strategy Consulting we have learned how to create an agent. Now, for the agent you built, you can customize the standard topics or create custom topics in Agentforce Builder. Defining Agent Topics Topics define the types…
CMS stands for Content Management System. Salesforce CMS is a hybrid CMS that helps you easily create and deliver content to any channel or device. Salesforce CMS workspaces can be used to create and manage your content to be published in Experience cloud sites. Workspaces also help limit access to the content. We can add…
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 –…
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,…