- Referrals Assigned to Me
- My Top Referrers
- Referrer Summary
- Referral Performance
2. Business Milestones
Track the significant events you find important.
3. Roll-Up Summaries
Totals for related records such as Total Financial Accounts and Total Liabilities.
4. Financial Accounts
Your one-stop shop for all your clients’ financial holdings.
5. Update Address
Track address changes and stay compliant by creating a case to a central servicing team.
Set goals for your clients for upcoming financial spends.
7. Action Plans
Create a template of actionable items for task and document checklist items.
8. OCR (Optical Character Recognition) – Salesforce Intelligent Form Reader
Read documents, such as W-2s (US tax statement), and auto-fill data in Salesforce. Here is a video I found to help:
Note: I have not yet had the chance to fully use this feature, however, I am sure excited to in the future.
I hope you have found these FSC features helpful — there are a lot to keep track of, and you’ll want to make sure you’re making the most of them.
I am offering a free 30-minute consultation (with me) for Salesforce Ben readers. Let’s talk more about your Salesforce experience and how you can get the most out of your FSC subscription. Feel free to reach out via LinkedIn or click here to see my calendar.