Tip of the Week

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Why Salesforce Einstein?

If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done […]

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Choosing the Right Lending Software

Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business. Some essential items to consider when looking for new lending software are: Short and long-term business needs Cloud-based, or […]

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Best Practices for Salesforce

Custom Notifications in Salesforce Summer ‘19

As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times. Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who […]

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