Empowering clients to schedule appointments on their own time, Lightning Scheduling Manager for Financial Services Cloud allows users to choose from available time slots to schedule appointments from their mobile devices or desktop computers.

APIs are perhaps the unsung heroes of the digital world. Learn how to use APIs to connect Salesforce orgs to external services and flows.

Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.

Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.

Challenges That Called for A Unique Approach

When...

Check out some of the CRM Science Lab Coats' favorite Salesforce Summer ‘19 release features. We see Salesforce Lightning continuing to receive crucial enhancements and are excited for the user experience (UX) and development future of the platform.
 

   CRITICAL UPDATE: TURN ON LIGHTNING EXPERIENCE   
 

• Salesforce will begin turning on Lightning Experience on a rolling basis starting Winter ‘20. All users with the Lightning Experience User permission enabled are affected by thi...

When I joined CRM Science in 2017, I had no idea what a road bike was. Apparently, a street bike has a motor and a road bike doesn’t, and the two are not to be confused. As a new lab coat, my colleagues told me about the company’s philanthropic involvement with the National Multiple Sclerosis Society and the annual CRM Science City to Shore BikeMS ride. “We ride in the summer,” they said. “It’ll be fun!” While I’m always open to extracurriculars, I had never ridden more than a couple of casual m...

The heavy development is done (or mostly done). Features examined, customizations converted, new components built. Everything tested, tested, tested, and tested again. Your team is ready to roll out Salesforce Lightning Experience to your users. Because of the size of your organization, you’ve worked with leadership to determine that a rolling approach is the best way to introduce such a big change. Great! Now what?

Rolling out lightning to a large organization is a big deal, and we’re going to n...

Until recently, segregated business units allowed for exponential growth within the financial services industry. Advisors establish their book of business independently, manage client portfolios, and generate revenue for everyone involved - including the institution they are part of. What’s not to like about this model?!

But times are changing, and ever-evolving laws and regulations impact financial services institutions in every way. Regulatory changes have been a driving force for the industry...

Salesforce Lightning is so much more than a beautiful user interface. Lightning improves how you work and helps you make better decisions for your organization. There are many features that are only available in Lightning. Here are some of our favorites:

Kanban View: When you are looking at an opportunity list view, you can instead select to view the opportunities on a Kanban board organized by stage. This view shows you all of the opportunities in the filter totaled by stage. From here you can g...

Although we have just started the new year and it is still WINTER, Spring has sprung for Salesforce and the Spring ‘19 release is live. Unsure of when your instance will be updated with a new release? Go to Salesforce Trust, click on Maintenances. If you know

your instance enter into the search window. All releases for your instance will be updated here. Salesforce Trust is also a great place to find out if there are any issues on your instance.

Don’t know what instance you are on? Login to your...

A roadmap is a strategic alignment of your business goals and your Salesforce Projects. More simply put, a roadmap is a guide that helps make sure you are doing the right things, at the right time, to help your organization be wildly successful. Now that may sound like I am overselling a roadmap, but I promise you having a well thought out plan will help you build consensus, create transparency across your organization, budget well, and build today with an understanding of what the future will b...