In Summer ’24, OmniStudio (when the Managed Package Runtime setting is disabled) supports features from OmniStudio for Vlocity, including filling address fields in omniscripts with Google Map data, using Salesforce private connect for HTTP actions in integration procedures, and choosing whether to merge entries within a list in an integration procedure list action. Also, DataRaptor is
Salesforce Loan Origination: Unlocking Efficiency and Growth Implementing a CRM is a deal-changing decision for any retail mortgage brokerage. In a digital landscape dominated by loan origination platforms like Ellie Mae Encompass, Nortridge, Calyx, and Fiserv, staying lean and nimble is crucial. Understanding how to leverage Salesforce with your loan origination system (LOS) lays the
A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer
What are the different ways to create cases in Salesforce? There are four primary methods to generate a case in Salesforce: What are Cases in Salesforce? A case in Salesforce denotes a behavioral event and may involve related Behavior Involvement records. Notably, the Case object serves distinct purposes in EDA compared to standard Salesforce, encompassing
