login

Uncategorized

Archive | Uncategorized

A tablet displays a software dashboard with a pie chart and graph

Lending Better: Essential Apps and Integrations for Salesforce

Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]

Continue Reading 0

How did the pandemic change the future of lending?

  Under normal circumstances, businesses facing financial hardship have a number of options to help weather the storm. The financial stresses of the Covid-19 pandemic, however, are far from normal. So, what does this mean both for lenders and borrowers? Disruptions affecting supply chains and cash-positions eliminate the option to simply return to normal even […]

Continue Reading 1

Experience TrailheaDX from anywhere

If you’re not already familiar with Trailhead, you’re missing out! Trailhead is one of the most valuable tools for developers, admins, and even end-users across the Salesforce community, with valuable lessons and resources for users across all experience levels. The Trailhead team is hosting a conference in San Francisco, and while it’s too late to […]

Continue Reading 2

Help your reps go paperless with Quick Create

Maintaining data quality is crucial in any Salesforce organization. Junk data makes reporting more complicated, reduces the accuracy of business metrics, and requires significant time to both identify and fix. In an attempt to avoid these problems, administrators frequently increase the number of required fields and active validation rules. No doubt these features play an […]

Continue Reading 0