Salesforce Omni-Channel facilitates multichannel support by routing work items to the most qualified, available support agents using predefined routing criteria. It integrates various service channels like phone, email, web forms, web chat, text messaging, and social media into the Service Console, making it easier for agents to manage customer interactions. It intelligently routes cases, chats,…
In this article, let us have a brief overview of Data ingestion and Data Modeling in Salesforce Data cloud. In Salesforce Data Cloud, data is first ingested from the source and stored in a data lake object. Data is retrieved from the source using connectors, which establish communication between servers, allowing continuous data access. Data…
Salesforce Data Cloud is a powerful data platform that unifies all your company’s data onto Salesforce’s Einstein 1 Platform. It provides a 360-degree view of the customer, enabling automation, analytics, personalized engagement, and trusted AI. With Data Cloud, you can connect, analyze, and act on data from both Salesforce and external sources, driving better customer…
This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can…
Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…
We have covered the overview of Salesforce Chatter and the basics of chatter groups in our previous articles. In this article, let us see certain examples of Mortgage specific chatter groups in Salesforce and how to create a group. Groups useful for a mortgage firm Types of Chatter group How to create a Chatter group…
We have covered the overview of Salesforce Chatter in Unlocking Collaboration: An Overview of Salesforce Chatter – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss about Chatter Administration in Salesforce Lightning. Chatter Email Settings Chatter Settings Chatter groups Groups serve as the primary collaboration hubs within Chatter, providing a…
Salesforce Chatter helps to engage in meaningful discussions about business with colleagues, experts, and customers, and conveniently archive these conversations for future reference. This article gives a brief introduction on Unlocking Collaboration: An Overview of Salesforce Chatter. Streams and Recent Groups Streams, are super feeds that you create by combining feeds from all kinds of…
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…
In this article, we will be comparing the Ice Mortgage’s Broker Vs Banker editions. The comparison is based on their functionalities / features. Let’s go over each of functionality one by one. A mortgage broker works with a variety of different lenders to help match borrowers with the best loan for their purposes.…