Document tracking is a powerful feature in Salesforce that streamlines borrower engagement during the mortgage application process. In this article we will learn about several considerations for Document Tracking and Approvals in Salesforce financial services cloud. We have so far discussed the various considerations on Document Tracking and Approvals in Salesforce financial services cloud. To…
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…
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