Spring into Salesforce Spring ‘21
Financial Service Cloud has been an integral part of Salesforce since 2016, and has continued to deliver meaningful solutions and features to users with every new installment. The Spring 2021 up-date lives up to this standard of excellence with two particularly interesting features: Branch Management and Interaction Summaries, both of which work to further streamline workflow and efficiency for financial institutions.
Branch Management makes performance tracking and output recognition easier and more intuitive. Users can create reports to monitor leads, accounts, and member performance broken out by branch. Additionally, Branch Hierarchy models assign relevant clients and employees to each branch and performance and records are automatically attributed to the user’s current branch.
Interaction Summaries give users a clear picture of client history. Conveniently located in one location, Interaction Summaries offers your business full control over action item visibility. Further, users can protect client’s confidential information with a new confidentiality setting and set limits to interaction visibility within your organization.
These are only two of the new features in the Spring ’21 FSC update. Make sure to sign up for our newsletter to keep up to date with Salesforce future releases, tips, and webinars or put AGG’s experience to work for you and submit a question to our team. We look forward to working with you to take your business to the next level.