The Benefits of Cloud Native Platforms for Small to Midsize Mortgage Companies
06-Jun-2023 11:36:54 / by Vilas Prabhu posted in Financial Services, Digital Transformation, mortgages
How Small to Midsize Mortgage Lenders Can Drive Incremental Change with Cloud Native Platforms
29-May-2023 07:24:54 / by Vilas Prabhu posted in Financial Services, Digital Transformation, mortgages
The main purpose of visual workflow is to automate complex business processes without any piece of code and to increase productivity. You can create a flow to navigate a user through a series of screens and provide branching based on input. You can also execute business flows and logic such as calculating complex formulae.
Testing Practices in Salesforce.com
25-May-2023 20:20:16 / by Lavanya KG posted in Salesforce
Testing in Salesforce Applications is different from Testing the Applications on other platforms. When Testing the Web Applications and Standalone Applications, we do not need to check / perform Configurations / Settings and all.
Test the Multiple Decision Criteria With Process Builder
25-May-2023 20:19:57 / by MST Admin posted in Salesforce
Salesforce introduced a new feature that involves multiple decision criteria in single Process Builder. Before summer 16, Process Builder can have only one criteria with true or false condition. If the first criterion is not satisfied, it will move to the second criteria
Salesforce Einstein Next Best Action
23-May-2023 17:20:38 / by Sujitha Kumar posted in Salesforce
Are you planning to improve your business? Are you thinking of providing optimal recommendations to your Customer or Employee? Great!! Here is a cool feature introduced by Salesforce to provide an impactful recommendation to the Customer/ Employee based on our CRM data.
Regression Testing and Its Types
23-May-2023 17:19:26 / by Vinodhini Balraj posted in Salesforce
It is common that applications get modified for new features or bug fixes or maintenance work. These changes might affect the outcome such as broken features, bad performance, etc.
Ebsta Gmail Integration with Salesforce
23-May-2023 17:16:47 / by MST Admin posted in Salesforce
Ebsta is a Google Chrome extension used to synchronize your Gmail account with your Salesforce account. It can be only used on Google Chrome and BullHorn. Ebsta automatically searches Salesforce to alert you to matching records based on the email you are viewing.
Discounting Tools in Salesforce CPQ
23-May-2023 17:13:49 / by Vinoth Vijaya Basker posted in Salesforce
In Salesforce CPQ, there are several ways to discount prices.
The Limitations of Traditional Mortgage Lending for Small to Midsize Lenders
22-May-2023 07:22:29 / by Vilas Prabhu posted in Financial Services, Digital Transformation, mortgages