Simplify Service Requests with Business Process Launcher Simplify Service Requests with Business Process Launcher
  • Who We Are
  • Our Services
    • Implementations
      • Financial Services Cloud
      • Sales Cloud
      • Service Cloud
      • Experience Cloud
    • Marketing Automation
      • Pardot
      • Marketing Cloud
    • Migrations
      • Data Migrations
      • Org Migrations
      • Lightning Migrations
    • Custom Development
      • Integrations
      • Custom Code
      • Visualizations
    • Quickstarts
      • Sales Cloud
      • Service Cloud
      • Financial Services Cloud
      • Pardot
    • User Training
    • Accelerators
      • Business Process Launcher
      • Household Relationship Manager
      • Household Activity Aggregator
      • Recurring Process Manager
      • LPL Financial Account Integration
  • Industry Focus
    • Wealth Management
    • Banks & Credit Unions
    • Insurance & Benefits
    • Mortgage & Lending
  • Resources
    • Blog
    • Infographics
    • eBooks
    • Videos
    • Media & Appearances
  • Connect with Us
    • Contact Us
    • Join Our Team
  • Who We Are
  • Our Services
    • Implementations
      • Financial Services Cloud
      • Sales Cloud
      • Service Cloud
      • Experience Cloud
    • Marketing Automation
      • Pardot
      • Marketing Cloud
    • Migrations
      • Data Migrations
      • Org Migrations
      • Lightning Migrations
    • Custom Development
      • Integrations
      • Custom Code
      • Visualizations
    • Quickstarts
      • Sales Cloud
      • Service Cloud
      • Financial Services Cloud
      • Pardot
    • User Training
    • Accelerators
      • Business Process Launcher
      • Household Relationship Manager
      • Household Activity Aggregator
      • Recurring Process Manager
      • LPL Financial Account Integration
  • Industry Focus
    • Wealth Management
    • Banks & Credit Unions
    • Insurance & Benefits
    • Mortgage & Lending
  • Resources
    • Blog
    • Infographics
    • eBooks
    • Videos
    • Media & Appearances
  • Connect with Us
    • Contact Us
    • Join Our Team
  •  

business processes

Home / Posts Tagged "business processes"

Tag: business processes

Simplify Service Requests with Business Process Launcher

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,…

Read More
Salesforce Functionality to Support Your Business Processes

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…

Read More

Search

Categories

  • Administration
  • Consulting
  • Data
  • Events
  • Financial Services
  • Lightning
  • Marketing
  • Training & Certification
  • Uncategorized
  • Videos
  • Wealth Management
  • Whiteboard
© 2019-2023 ShellBlack.com, LLC. All Rights Reserved.  
Privacy Policy | Site Map