In Winter ’19 release, Salesforce introduced Action Plans for Financial Services Cloud. It captures repeatable tasks in templates and then automate the task sequences with an action plan.Example: Processing Loan application, Customer on-boarding process etc. It will also give you the option to create reports and dashboards to monitor progress and ensure compliance.It consists of three parts -Action Plan Template: Power consistent customer experiences with configurable task templates.Process Automation: Increase productivity by automatically generating tasks with due dates and role based assignment.Plan Execution: Drive collaboration and complaint task completion with analytics and enforcement of required tasks.Let’s explain in details -Action Plan TemplateAn action plan template is nothing but a list of tasks to complete a business process. In a template, each task is given a priority, the deadlines (the number of days in which it should be completed – data offset), and who is responsible. Then this action plan template is used to create action plans with each task assigned to a user with a completion date.Below picture will give you a great view of Action Plan Template and Action Plan -Now let’s start creating one Action Plan:Pre-requisitePermission Set: You need to assign permission set – ActionPlans to the users. Without this permission set, you will not be able to assign action plan task to those users.Extra Permission: You can provide below standard object permission so that users can...Read More
Category: Financial Services Cloud
One of the biggest advantages of being a consultant is that you will be able to play with new technologies/functionalities because each customer comes up with their unique requirements. This is how I was introduced to Salesforce’s Financial Services Cloud (also known as FSC) recently. Today I am going to explain basics of FSC and how you can start exploring it.Salesforce’s Financial Services Cloud is basically having the similar concept of Non-Profit starter pack. It will be a combination of managed and unmanaged packages installed to your org. Focus here is to support Financial Services sector. FSC is only available in Lightning Experience.The heart of FSC is the managed package – “Financial Services Cloud”. Along with this, you will get two more unmanaged packages – “Financial Services Ext” and “Financial Services Referral Ext”. There is another very important managed package which will be kind of differentiator and that is none other than “Financial Services Cloud – Einstein Analytics”. Note – This is true as of today (Winter 18 release).FSC will allow companies like wealth management, investment firms, banks, asset managements and other financial institutions to manage their customers, along with their assets, liabilities, financial accounts, and much more. With this high level description why FSC, let’s dig into more unique terminologies now.BUILDING BLOCKS OF FSCLet’s start with Financial Services Cloud’s building blocks – Clients and Relationship Groups/Households.Clients – A...Read More
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