Enhance Financial Services Cloud With Additional Salesforce Products!
5 MIN READ
January 10, 2022
Salesforce fosters quality and security, which accounts for the company’s continued supremacy in the CRM sector. Because of its unique pricing structures, backward compatibility, and fantastic customization options, Salesforce is a truly amazing solution for any firm, particularly for the financial sector. Financial Services Cloud, built on the world’s most popular CRM platform, helps financial services firms to build trust by unifying customer experience across channels, geographies, and commercial and consumer lines of business. With each Salesforce product specially built to fulfill a certain function, organizations can more easily select the ones that address their individual requirements and technological obstacles. Salesforce Flow, Salesforce Shield, and other prominent Salesforce products are currently in widespread usage by businesses. In this blog article, we’ll take a look at some of the most popular Salesforce Products and what makes them unique.
Extend Financial Services Cloud with Other Salesforce Products
Salesforce Flow For Financial Services Cloud
Salesforce Financial Services Cloud offers a variety of pre-assembled flows that fit well with the needs of the individual company. Mortgage, insurance, and retail banking flows are examples of these types of flows. Salesforce Flow allows you to automate operations for any app, experience, or portal. By default, Financial Services Cloud provides mortgage flows. However, in order to access the insurance and retail banking flows, you must first install Lightning Flow.
The Lightning Flow for Financial Services Cloud package covers retail banking and insurance-specific flows. The flows assist your service representatives in handling customer support requests more effectively and efficiently. Also, you can clone the templates and modify them to meet your own business requirements.
Salesforce Shield To Protect Your Data
Businesses of all sizes are using Salesforce to help them run their operations more efficiently. Monitoring user activity, tracking data changes, and minimizing data loss are more crucial than ever as Salesforce usage for critical business functionalities expands. Security and compliance duties become increasingly challenging when more sensitive data resides in the cloud. Salesforce Shield can help you meet these needs by proactively monitoring user activity and enforcing security regulations.
Salesforce Shield is a fully-supported security suite that lets you safeguard data at rest, track use, and prevent bad behavior. Shield Platform Encryption adds an additional degree of protection to your data while keeping platform functionality. To assist your company in confidently complying with privacy rules, legal regulations, and contractual duties for managing private data, the data you choose is encrypted at rest. Except for the constraints under Financial Services Cloud Availability and Limitations, all Financial Services Cloud objects and fields are completely compatible with Shield Platform Encryption.
Pardot To Connect With Customers
Pardot is a marketing automation platform that enables businesses to build meaningful relationships, increase pipeline, and empower sales. In Financial Services Cloud, you can construct groups that will sync to Pardot as the underlying Account and Contact information. Financial Services Cloud custom objects, such as Financial Account, may be mapped to Pardot custom objects. There are no changes to the way you operate in Pardot if you utilize individual accounts in your organization.
You can send 1:1 Salesforce Engage emails using the Contact list view in Lightning Experience or the Contact record if you utilize the individual data model. In the client profile’s Contact area, you can see Pardot Contact fields and Visualforce pages in the individual data model. However, contact-specific buttons like Send Engage Email aren’t available.
Salesforce Mobile App
By integrating Financial Services Cloud functionalities into the Salesforce Mobile App, you can increase user productivity. This Salesforce app allows you to create a home page, customize actions & navigation menus, and incorporate Financial Services Cloud components. This will help you to provide mobile users access to Financial Services Cloud functionalities.
Setting up a Financial Services Cloud home page for the Salesforce mobile app helps boost productivity while on the go. You can also customize the mobile navigation menu to your liking. Additionally, users will be able to clone, remove, and update Financial Services Cloud custom objects from record detail pages in Lightning Experience.
Outlook Integration With Salesforce
Salesforce for Outlook, a Microsoft Outlook interface program, can assist you in a variety of ways. Without duplication, you can sync contacts, events, and tasks across your desktop version of Outlook and Salesforce. You can use Outlook to add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts. You can also examine Salesforce data associated with the contacts and leads in your emails and events. Furthermore, you can modify what is synced and how it gets synced between Outlook and Salesforce. The extent to which you can alter these Salesforce settings is set by your administrator.
Your users can add emails, events, and tasks to persons using the Salesforce for Outlook side panel. When contacting someone, users have the option of adding the email to the person’s record. Users can associate an email with one or more of the persons involved when sending or receiving emails about them. Individuals may be linked to Outlook calendar events and Outlook tasks in the same way.
In A Nutshell,
We hope you found the above-detailed overview of the most popular Salesforce Products and why organizations should incorporate them into their financial cloud useful. While there are other top CRM tools available, Salesforce is a one-of-a-kind SaaS application that can unquestionably streamline your business operations. Ksolves understands the relevance and function that each Salesforce product plays in transforming your company value as a Salesforce certified partner for decades. For all of your organizational needs, our professional and qualified consultants can help you get the most out of the Salesforce platform. So make the right choice and employ our Salesforce specialists right now!