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…
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, they 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, not all processes are straightforward,…
Client services and related business processes play a prominent role in our Salesforce 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 processes within…
ShellBlack 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…
Wealth advisors work with many types of clients. Some people and families have straightforward wealth management needs, while others may benefit from more comprehensive financial planning to evaluate and explore relevant insurance solutions. Other types of clients include corporations looking for a knowledgeable advisor to help manage their 401(k) or group benefits such as group…
Regulated firms in the financial services industry must take special care with respect to email compliance as a portion of the “books and records” section of the Securities Exchange Act (SEA). Because Financial Services Cloud can send, receive, and store email communication, it is essential to deliberately plan your compliance strategy for Salesforce. This blog…