When working in Salesforce, there are many situations that could prompt the need to initiate a data load. Perhaps you need to perform a mass update to a particular field or purge bad data from the system, for example. While the Data Loader and its cousins like DataLoader.io are wonderful tools, they may not always…
ShellBlack is excited to announce our selection as an honoree in the Dallas Business Journal’s 2022 Best Places to Work Awards. The award is presented annually by the Dallas Business Journal to respected employers in the North Texas region. This year’s nominees included more than 300 companies competing in five categories, based on size. Only…
Is Dreamforce Back? That was the big question for me months ago as I registered for Dreamforce, made hotel reservations, and booked my flight. Rumor was that the conference would be constrained to 30,000 attendees, partly because the service industry in San Francisco had not fully recovered from the pandemic. Who would be attending? Would…
As discussed in a prior blog, using Salesforce case management functionality to service client requests is relatively easy. Because Cases function as process-driven objects, these CRM solutions for financial advisors are flexible and can accommodate many different types of client service requests (such as change of address, death of a client, or compliance-related requests). However,…
Client services and related business processes play a prominent role in Salesforce Financial Services Cloud implementations. Wealth advisors must not only serve their clients in a timely fashion — they must do so while gathering the appropriate level of detail to successfully address each request. Salesforce offers a variety of ways to capture these business…
FinServ clients often use some type of territory-based management system to assign accounts to sales representatives. Some financial services firms have very complicated criteria and assignment rules for their sales territories, while others prefer a much simpler approach. With Salesforce, sales assignment and management can be as robust or straightforward as needed to satisfy each…
Business processes are the heartbeat of your organization, and it’s critical that those processes are easy to follow, accurate, and executed in a timely fashion. This is especially true in the Financial Services industry, where a lack of adherence to timelines can have serious regulatory and compliance implications. Salesforce easily tracks your business processes with…
Salesforce Financial Services Cloud (FSC) enables wealth managers to provide a high level of service to their clients. FSC was developed collaboratively with leaders in the financial services industry to help advisors access relevant client data quickly — freeing up more time to leverage that information into personalized, expert recommendations tailored to each client’s goals….
Updated Dec. 12, 2023, to reflect the new name change from Pardot to Marketing Cloud Account Engagement. If you use Salesforce for customer relationship management (CRM), why would you need to add marketing automation? Let’s take a look at a few common wealth management use cases that make Marketing Cloud Account Engagement (MCAE, formerly known…
Within your own Salesforce instance, you can create and leverage a range of Experience Cloud sites to address multiple wealth management use cases. Whether you’re customizing a customer self-help portal. Partner Experience site, or pre-screening tool, Salesforce Experience Cloud can help you elevate the client experience while freeing up your team to focus on high-touch…