Hi Mario, thanks for reaching out. At MasterSolve, we help organizations set up their Salesforce instance to meet their specific needs. This demo was created on Salesforce Financial Services Cloud by one of our Salesforce consultants. If you'd like to learn more about our consulting services, you can head to our website and fill out this form: mastersolve.com/contact-us/
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Hi, I see at minute 1:16 you click on an Action Plan and it opens tabs within the existing Console tabs. Is the a FSC feature or was this custom?
What document management system are you using?
How do I get to use Salesforce like that?
Hi Mario, thanks for reaching out. At MasterSolve, we help organizations set up their Salesforce instance to meet their specific needs. This demo was created on Salesforce Financial Services Cloud by one of our Salesforce consultants. If you'd like to learn more about our consulting services, you can head to our website and fill out this form: mastersolve.com/contact-us/