Salesforce Financial Cloud Archives - gettectonic.com
Salesforce
22Jan

Spring ’24 Salesforce Enhancements to Health Cloud and the Financial Services Industry

Salesforce Enhancements to Health Cloud and the Financial Services Industry bring about big changes for Health Cloud and financial services solutions. Enhancements Home Health Enhancements Health Cloud Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal. Provider Relationship and Network Management Enhancements Health Cloud Process referrals

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January 22, 2024in Life Sciences Cloud, Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
How Good is Our Data
28Oct

How Data Cloud and Salesforce Success Depend on Data Quality

Optimizing AI’s Impact on Your Business: The Crucial Role of Data Quality in Salesforce In the ever-evolving digital landscape, the convergence of data quality and artificial intelligence (AI) is a linchpin for organizational success. Success depends on data quality within the Salesforce ecosystem. The synergy between Einstein, an advanced AI system, and Data Cloud underscores

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October 28, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud
Industry Cloud
12Oct

Salesforce Industry Cloud Explained

What are Salesforce industry clouds? Salesforce Industry Cloud aims to fast-track the digital transformation within different industries by providing tailored solutions that can enhance customer experiences, streamline operations, and improve overall business efficiency.  Industry cloud platforms use innovative technologies and approaches, such as packaged business capabilities, industry-aware data fabrics and composable tooling to go beyond

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October 12, 2023in Salesforce, Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Education Cloud, Salesforce Financial Cloud, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Media Cloud, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions
Slack for Financial Services
28Sep

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure.

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September 28, 2023in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Slack
Slack for Financial Services
18Apr

Salesforce Slack for Financial Services

Enhance collaboration and streamline workflows in the financial services sector with Slack integration. “We believe that to become the number one bank, we need to be the number one tech team. To deliver on the expectations of our clients, we need to give our employees access to the best tools, and Slack is one of

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April 18, 2023in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Optimization, Salesforce Slack
Ncino Salesforce
16Mar

Ncino Salesforce

nCino for Salesforce Overview: Ncino Salesforce nCino is a cloud-based banking operating system, offering a suite of solutions designed to automate the operations of financial institutions (FIs) and revolutionize client interactions in small businesses, commercial, and retail banking. The nCino platform digitalizes documents and processes, enhancing transparency in data and establishing an open ecosystem by

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March 16, 2022in Salesforce Financial Cloud, Salesforce Financial Services Solutions
Salesforce Asset Managment
06Jun

Asset Management Salesforce

Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile app in Salesforce. Let’s understand the process in detail. Create Asset Templates and Asset Types: Before you create assets, ensure that admins have created asset templates and asset types. Assets are items, such as refrigerators

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June 6, 2019in Salesforce, Salesforce Asset Management, Salesforce Financial Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce Quote-to-Cash
27Feb

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such

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February 27, 2019in Salesforce, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Revenue Cloud, Salesforce Sales Cloud

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