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  1. Dreamforce 19 for Community BanksDreamforce 19 for Community Banks by Scott Searle — published Nov 14, 2019 — last modified Nov 14, 2019 04:30 PM — filed under: Blog, Financial Services, Financial Services Cloud, Dreamforce 19

    The Agenda Builder is live and it’s time for Community Bank attendees to fill up their schedule with financial services keynotes, theater sessions, and ...

    Located in Archive / 2019
  2. Financial Services Cloud Winter '21 Release HighlightsFinancial Services Cloud Winter '21 Release Highlights by Scott Searle — published Oct 30, 2020 — last modified Nov 23, 2020 02:25 PM — filed under: Blog, Financial Services, Financial Services Cloud, Winter 21

    The Winter '21 release is live and packed with some very useful and exciting additions to the Financial Services Cloud.

    Located in Archive / 2020
  3. One-Pager Tear Sheets with Conga ComposerOne-Pager Tear Sheets with Conga Composer by Roger Mitchell — last modified Apr 29, 2018 04:49 PM — filed under: Blog, Conga Composer, Financial Services

    A look into using Conga Composer to generate one-page tear sheets, to summarize a Limited Partner or Fund for financial firms.

    Located in Archive / 2012
  4. Financial Services Resources at Dreamforce 13Financial Services Resources at Dreamforce 13 by Ashley Leifer — last modified Nov 12, 2013 10:14 AM — filed under: Blog, Financial Services, Dreamforce 13

    This year, Dreamforce 13 provides a lot of exciting sessions and topics dedicated to the Financial Services industry.

    Located in Archive / 2013
  5. Unorthodox Salesforce Email-to-CaseUnorthodox Salesforce Email-to-Case by Roger Mitchell — last modified Jul 01, 2013 06:25 AM — filed under: Blog, Salesforce.com, Support, Financial Services

    Focusing on an alternative and unorthodox use of Salesforce’s Email-to-Case feature, for logging emails sent to a distribution list.

    Located in Archive / 2013
  6. Winter 16 for Financial ServicesWinter 16 for Financial Services by Jason Atwood — last modified Oct 15, 2015 07:38 AM — filed under: Blog, Winter 16, Financial Services

    A look at all the goodies in Salesforce Winter 16 that might peak the interest of Financial Services customers.

    Located in Archive / 2015
  7. 5 Ways Community Banks can Leverage CRM Solutions to Boost Profitability by Jason Atwood — last modified Aug 15, 2014 09:23 AM — filed under: White Paper, Community Bank, Salesforce.com, Financial Services

    The most successful community banks are using advanced customer relations management and collaboration technology to mitigate risks and maximize opportunities.

    Located in Publications
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