Document Tracking and Approvals in Salesforce financial services cloud

Data Modeling, International, Loan Origination System, Media, Mortgage Banking, Mortgage CRM, Mortgage Marketing, Sales Cloud, SalesforceLeave a comment

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…

How to create Prompts in Salesforce Lightning-Part 2

Business, Jungo, Media, Mortgage Banking, Mortgage CRM, Mortgage Marketing, Products, Sales Cloud, Salesforce, Useful articlesLeave a comment

In How to create Prompts in Salesforce Lightning-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we learned how to create a floating prompt in Salesforce Lightning. In this article, we will discuss how to create a targeted prompt, docked prompt and walkthrough in Salesforce. Targeted Prompt Targeted prompts offer the same advantages…

Overview of Salesforce CMS

Business, Experience cloud site, Featured, Jungo, Media, Mortgage Banking, Mortgage CRM, Mortgage Marketing, Products, Salesforce, Services, Social Media Marketing, Uncategorized, Useful articlesLeave a comment

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…