Increase productivity with all-new features for Financial Services Cloud, Manufacturing Cloud, Consumer Goods Cloud, and Health Cloud.


Business User

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.

Business User

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.

Business User

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.

Business User

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.

Business User

Einstein Analytics for Financial Services Enhancements: Insurance

The complete intelligence platform for financial services extends into insurance. Provide agents and sales managers with best-practice analytics to grow their book of business.

Want to learn more about the Winter '20 Release?

Visit Winter '20 resources for the latest in training, documentation, and more.