Prepare your Financial Services firm for the next Salesforce release, Spring ‘20!
Spring ‘20 highlights specific updates for Financial Services Cloud including:
Enhancing Mortgage for Financial Services Cloud
“Seamlessly connect loan applications in Salesforce to 3rd-party mortgage, point-of-sale, and loan origination systems. The new Mortgage Business API lets you create, update, and query loan application data. Create loan applications from Accounts, with or without related Opportunities.” – Salesforce Spring ’20 Release Notes
Dive into key updates including new Mortgage Lending API and the ability to create loan applications from accounts.
Key Updates to Action Plans
Spring ‘20 gives users the ability to create an action plan template based on existing templates with sharing capabilities between organizations.
- Copy Action Plan Templates with Deep Cloning
- Share Action Plan Templates via Packaging
- Action Plan Templates with Associated Document Checklist Items
Protect Your Salesforce Org with Updates to Salesforce Shield
Updates include Real-Time Event Monitoring Threat Detection (Beta), Event Monitoring Analytics App Improvements, and Platform Encryption for Platform Events.
Learn more about all the exciting updates coming in Spring ‘20 with the official Release Notes and contact us to learn how we can support your ongoing innovation.