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
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