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11 Salesforce Implementation Mistakes
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11 Salesforce implementation mistakes

How do you ensure that your Salesforce provides you with 100% value? Here are some common issues that companies ignore

Salesforce FSC - Modelling Relationships -1
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Salesforce FSC – Modelling Relationships, part 1

The value and the complexity of a relationship are the main factors in using Modelling Relationships in Salesforce Financial Services Cloud.

Salesforce FSC - Person Accounts - Life Events
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Salesforce FSC – Person Accounts & Life Events

In part 6 we look at how Salesforce Financial Services Cloud enables you to model people as opposed to simply accounts.

Part 5 – Leads and Referrals
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Salesforce FSC – Leads and Referrals

This edition of the FSC series looks at how Leads & Referrals work in Salesforce FSC and how they’d make sense within a banking environment.

Part 4 – Customer & Prospect Data
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Salesforce FSC – Customer and Prospect Data

Part 3 in our Salesforce Financial Services Cloud series discusses the ingestion of data into your org and the hydration of the platform.

Financial Modelling | Application Management
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FSC – Financial Modelling – Application Management

Part three is for the users. Specifically a financial institution’s employees. Read this to find out what’s not included out-of-the-box.

Salesforce-FSC-Financial-Modelling
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FSC – Financial Modelling – Financial Accounts

FSC Part 2 explores Accounts, Account Roles, Transactions, Charges & Fees, Billing statements, Revenues, Securities, Holdings and more.

Salesforce health cloud - healthcare
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Healthcare in the Cloud

Salesforce Health Cloud is designed to improve patient satisfaction, deliver high-quality patient care, and deliver positive outcomes.

Health Cloud & Financial Services Cloud Accreditation
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2 more clouds in our pocket!

WHISHWORKS is an accredited partner for two more Salesforce clouds, Health Cloud and Financial Services Cloud.