Increase productivity with all-new features for Financial Services Cloud, Manufacturing Cloud, Consumer Goods Cloud, and Health Cloud.
Financial Services Cloud
Mortgage Innovation for Financial Services Cloud
Capture and share borrower information across lines of business. Sample templates provide a guided UI flow for borrowers and loan officers to complete mortgage applications.
Document Tracking and Approvals
Streamline customer engagements by tracking documents and approvals for use cases like mortgage applications. Enable your customers to upload files and see the status of each document.
Community Cloud for Financial Services
Use the Portal for Independent Insurance Agents, which includes a prebuilt template, components, and flows, to help users access their most important KPIs and metrics.
Lightning Scheduler: Multi-Resource Scheduling
Improve customer engagement with precision scheduling that allows you to assemble multiple resources for a customer appointment, based on each resource’s skills and availability.