Financial Services Cloud: Platform for High-Touch Client Relationships

Size: px
Start display at page:

Download "Financial Services Cloud: Platform for High-Touch Client Relationships"

Transcription

1 Financial Services Cloud: Platform for High-Touch Client Relationships Salesforce, Spring Last updated: January 11, 2018

2 Copyright salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

3 CONTENTS Welcome to Financial Services Cloud Deliver Financial Services on the Platform for High-Touch Client Relationships Key Terms Set Up Clients, Households, and Relationships Enter Financial Data Create a Wallet Share Opportunity Create a Lead Convert a Lead to a Client Create a Case from Financial Accounts Work with Client Data

4

5 WELCOME TO FINANCIAL SERVICES CLOUD Welcome to Financial Services Cloud, the platform for high-touch client relationship management. Deliver Financial Services on the Platform for High-Touch Client Relationships Financial Services Cloud is a reimagined front-office. Get a clean, aggregated view of the most relevant, actionable client information without logging in to a dozen systems throughout the day. Accelerate your productivity with technology and digital workflows that reduce the time you spend on routine, administrative tasks. Focus instead on delivering the highly personalized, proactive service that your clients expect. Key Terms Certain terms can have multiple meanings within a financial services context. It s important to clarify what we mean when you encounter terms like account or client in our app. Set Up Clients, Households, and Relationships Create records for clients, households, and their extended network of relationships so that you maintain a rich, holistic view of your book of business. Enter Financial Data Create records for clients financial accounts and their underlying holdings, assets, liabilities, and financial goals. Create a Wallet Share Opportunity Create an opportunity record related to a financial account to track wallet share opportunities. Create a Lead Create a lead record to track a prospect. Convert a Lead to a Client Convert a lead record to a client record. Create a Case from Financial Accounts Create a case for a client s financial account so you can see the related case from the financial account s page or the client s profile page. Work with Client Data Track the specifics of your client interactions so that you develop a rich history to draw on for building relationships. Deliver Financial Services on the Platform for High-Touch Client Relationships Financial Services Cloud is a reimagined front-office. Get a clean, aggregated view of the most relevant, actionable client information without logging in to a dozen systems throughout the day. Accelerate your productivity with technology and digital workflows that reduce the time you spend on routine, administrative tasks. Focus instead on delivering the highly personalized, proactive service that your clients expect. Get started with the basics of managing your client book for deeper engagement and more profitable client-advisor relationships. 1

6 A New Way of Working in Lightning Experience A New Way of Working in Lightning Experience Financial Services Cloud features are available exclusively in Lightning Experience. It s different from Salesforce Classic, because it responds to the way you work and gives you deeper context into what s going on with your clients. Home Helps You Take Charge of Your Day The Home page gives you instant access to the most pressing items on your to-do list. What are your priorities today? What s next? What s left to do? The Assistant prepares you for the most productive day possible, with proactive alerts about newly assigned leads and opportunities requiring attention. Browse Your Client and Household List Views Browse the Clients and Households list views to quickly navigate to client and household profiles. View filtered lists of clients and households, based on similar interests or financial characteristics. Client and Household Profiles Profiles give you a rich, holistic picture of a client s or household s financial past, present, and future. In a single view, monitor financial accounts, visualize personal and household relationships, manage goals, and review activity history. Monitor Your Book of Business with Dashboards Dashboards help you see at-a-glance your engagement with existing clients and potential to bring in more business. Einstein Analytics for Financial Services Cloud The Einstein Analytics for Financial Services Cloud app gives you embedded Financial Services Cloud dashboards in Financial Services Cloud. Through dashboards of configurable client data and custom charts, you can gain new insight about your book of business. What Client Data Can I See? The Salesforce security and sharing model ensures flexibility and the appropriate levels of access to client data. Ask your administrator for details about how data visibility is defined for your advisory teams. A New Way of Working in Lightning Experience Financial Services Cloud features are available exclusively in Lightning Experience. It s different from Salesforce Classic, because it responds to the way you work and gives you deeper context into what s going on with your clients. Tip: If you re new to Lightning Experience, get oriented quickly by searching for the help topic, Find Your Way Around Lightning Experience. Home Helps You Take Charge of Your Day The Home page gives you instant access to the most pressing items on your to-do list. What are your priorities today? What s next? What s left to do? The Assistant prepares you for the most productive day possible, with proactive alerts about newly assigned leads and opportunities requiring attention. 2

7 Browse Your Client and Household List Views The dashboard (1) shows how opportunities look for the quarter. The Assistant (2) helps you be proactive with alerts about leads assigned to you today, and opportunities requiring attention. The Tasks component shows upcoming tasks. Mark them complete right on the page. As long as you remain on the page, you can always reopen completed tasks. Refreshing the page removes completed tasks from view. Today s Events shows the next five items on your calendar today. Past events drop off as the day progresses. Birthdays lists the clients celebrating birthdays in the next seven days. Upcoming RMDs lists the clients who will be 70 years and 6 months in 90 days and must take required minimum distributions (RMD). The RMD age can t be configured. For privacy, only the client record s owner can see if the client is approaching the RMD age. Opportunities and Leads components help you track ways to deepen and grow your book of business. Browse Your Client and Household List Views Browse the Clients and Households list views to quickly navigate to client and household profiles. View filtered lists of clients and households, based on similar interests or financial characteristics. These list views display the clients and prospects and households that you work with. See which list views your administrator has made available by selecting the list view name at the top of the page. Tip: The My Clients and My Groups list views are a good starting point, as they show all the clients and households in your book of business. These list views display from the Accounts tab. To sort, click any column header. Change the filter criteria to dynamically update your view of My Clients or My Groups, segmenting clients by criteria such as marketing segments, age, or birthdays. 1. To expand the list of criteria you can filter by, select the Filters icon. 2. For each filter that you want to change, select the filter, edit the criteria, and then select Done. Important: If you re filtering by a currency value, specify a currency ISO code such as USD or GBP before the value. For example, GBP The ISO code must be one of your firm s active currencies. 3

8 Client and Household Profiles 3. Select Apply. The list view refreshes with your updated filter criteria. For now, you can t save your changes to a list view that you ve edited. View up to 25 records per page, and a maximum of approximately 2,000 items per list view. If you can't access some items because the list view contains more items than the maximum, narrow your filter criteria so that more items are accessible. Client and Household Profiles Profiles give you a rich, holistic picture of a client s or household s financial past, present, and future. In a single view, monitor financial accounts, visualize personal and household relationships, manage goals, and review activity history. Highlights panel See the last and next scheduled interaction at a glance. Details tab Quickly access details, without having to leave the profile page. Tabs on the profile pages offer similar views, with slight differences between the client and household profiles. For clients, view summaries of Know Your Client information, employment, and contact information. For households, view high-level summaries of total financial assets. To edit Details information, use the Edit button in the highlights panel. Financials tab Track financial accounts by the predefined categories of investment accounts, bank accounts, and insurance policies. Also track assets and liabilities. Relationships tab Manage the network of relationships involving the individuals in a household. Add new household members. Add people from outside of the household as Related Contacts. For households, you can add other households or business entities as Related Accounts. You can edit or delete associated contacts and accounts. Goals tab Track what matters to your clients for goals-based planning. Related tab See comprehensive summaries of financial accounts, tangible assets, liabilities, and related lists such as opportunities, cases, and notes and attachments. This view can be handy for onboarding when you want to quickly enter a series of financial accounts, goals, opportunities, and relationships. Composer Create tasks and events, and log client communications. Use the Chatter feed to share information and collaborate with other team members who manage the client relationship. It s possible that your fields, field names, and field order differ from what you see here. Don t worry about that. It was just your administrator who customized them. The layout of sections within profile pages can t be changed. 4

9 Monitor Your Book of Business with Dashboards Monitor Your Book of Business with Dashboards Dashboards help you see at-a-glance your engagement with existing clients and potential to bring in more business. 1. In the navigation menu, go to the Dashboards list view. 2. Look for My Book of Business dashboards in the Public Dashboards folder. My Book of Business - Overview Manage your existing book of business with insights about AUM, wallet share, held-away assets, and financial account totals by client. My Book of Business - Engagement Opportunities Deepen client relationships by tracking upcoming client reviews, birthdays, and other relationship touchpoints. My Book of Business - Sales & Opportunities Grow your book of business by identifying new AUM opportunities and focusing your sales process on hitting targets. 3. Select a dashboard of interest. Select Refresh to get the latest data. Einstein Analytics for Financial Services Cloud The Einstein Analytics for Financial Services Cloud app gives you embedded Financial Services Cloud dashboards in Financial Services Cloud. Through dashboards of configurable client data and custom charts, you can gain new insight about your book of business. Available in: Enterprise and Unlimited Editions From the navigation bar, click Advisor Analytics. Einstein Analytics for Financial Services Cloud includes multiple embedded dashboards, each with a different focus on your book of business. Client List: Get a focused list of clients with robust filtering capabilities that surface financial data points and account details across an advisor s entire book of business. 5

10 What Client Data Can I See? 80/20: Maximize your time by comparing client revenue against advising activities and identify key actions to apply to high-potential clients. Activities: Analyze interactions in context to different activity types to see how they are impacting your client relationships. Identify gaps and opportunities to improve future engagement. Financial Accounts: Respond to market conditions in a timely manner by uncovering the types of financial accounts and securities that make up an advisor s book of business. Client Goals: Measure client goals across an advisor s entire book of business, spot key trends and create tasks or opportunities in context to client data so advisors can help keep clients on track. What Client Data Can I See? The Salesforce security and sharing model ensures flexibility and the appropriate levels of access to client data. Ask your administrator for details about how data visibility is defined for your advisory teams. Key Terms Certain terms can have multiple meanings within a financial services context. It s important to clarify what we mean when you encounter terms like account or client in our app. Account A business account, such as a vendor or company that does business with consumers or other companies. Not to be confused with a financial account. In Financial Services Cloud, account sometimes also refers to a household entity or even an individual client. Asset A tangible asset that is not represented in financial account records, such as real estate or collectibles. If your firm doesn t use an asset aggregation service to track held-away financial accounts, assets also offer a simple way to account for held-away financial accounts. Client Any individual who does business with your firm in the past, present, or future. Prospects are clients, too. When you see references to an individual within the app, we mean a person who s a client. You see client and individual used interchangeably. Financial account An investment account, bank account, insurance policy, or other type of financial account. In some financial services applications, financial accounts are the central unit of organization. Other applications treat clients or family groups as the central unit. Financial Services Cloud fits in this latter category with a client-centric design. Household A type of relationship group that includes people and business entities who have direct relationships with one another and whose financials are summarized at the household level. Salesforce doesn t track directly how individuals within a household are related. Their relationship is based on their relationships with the same household and by their roles within that household (client, spouse, dependent, and so on). People associated with the household but outside of it are related contacts, such as lawyers, accountants, or tax planners. Organizational entities associated with the household but don t roll up any financials to the household are related accounts, such as related businesses or related households. In client and household profiles, household (relationship group) members appear together and are clearly separate from other associated entities, who are also known as extended relationships. 6

11 Set Up Clients, Households, and Relationships Individual A person who is a client. Liability A debt owed, such as a mortgage or loan. Set Up Clients, Households, and Relationships Create records for clients, households, and their extended network of relationships so that you maintain a rich, holistic view of your book of business. Individual Client or Prospect Creation Financial Services Cloud gives you two ways to create individual clients or prospects. Create a Household Track groups of individual clients and business entities who have direct relationships with one another and shared financials. Create a Relationship Group Use a relationship group to create, maintain, and visualize client and group relationships in Financial Services Cloud. For instance, a household is a type of relationship group. Add Household Members and Relationships Add members to a household, and relate business entities and other people to the household members. Define how to summarize the members activity and financials at the household level. Add an Extended Relationship to a Client or Household Better visualize clients relationships with people outside of their household. Track the other professionals who advise clients about their financial lives. Also track clients affiliations with owned businesses and other organizational entities. Individual Client or Prospect Creation Financial Services Cloud gives you two ways to create individual clients or prospects. Create a Client or Prospect When you want to track engagement with a new individual client or prospect, create an individual. Create a Client or Prospect with the Client Profile Builder When you want to track engagement with a new individual client or prospect, create an individual and add that individual to a relationship group. 7

12 Individual Client or Prospect Creation Create a Client or Prospect When you want to track engagement with a new individual client or prospect, create an individual. 1. From a clients list view, select New. 2. Select Individual. 3. In Account Name, enter the client s name. 4. Select a status. For a confirmed client, select Active. For a prospect, select Prospect. For a client that you re onboarding, select Onboarding. 5. After you enter other relevant information, save the record. Clients can t be deleted. SEE ALSO: How Is an Individual Client Modeled? Create a Client or Prospect with the Client Profile Builder When you want to track engagement with a new individual client or prospect, create an individual and add that individual to a relationship group. Complete this information about the individual. Account details Contact details Relationship group details (optional) 1. Click Home. 2. From the Create Individual section, click New. 3. In Account Name, enter the individual s name. 4. Select a status. For a confirmed client, select Active. For a prospect, select Prospect. For a client that you re onboarding, select Onboarding. 5. Optionally, enter the remaining account details and then click Save & Next. 6. Optionally, enter the contact details and then click one of the following: To finish creating the individual, click Save. 8

13 Create a Household To add the individual to a relationship group, click Save & Next and continue with the following steps. 7. Select the member s role. If the member is the primary household member, select Client. You can select more than one role. If the member is not the primary household member, select the member s role relative to the primary household member s role, such as Dependent or Spouse. 8. If you want to roll up activities and objects for this member, select Primary Group. Roll-up items are summarized at the household level for all members who have this household as their primary group. Designating a household as a primary group for a member lets you add the member s related business to the household. As a member of the household, the related business s activities and objects are also summarized at the household level. 9. If you enabled this household as a primary group, select which activities and objects, such as financial accounts or financial goals, to roll up when summarizing data at the household level. Note: You can select more than one item for this individual. 10. To designate this individual as the primary household member, select Primary Member. Designating a primary member is not required, but a household can have only one primary member. 11. Save your changes. SEE ALSO: Create a Relationship Group Create a Household Track groups of individual clients and business entities who have direct relationships with one another and shared financials. Note: A household is a type of relationship group. 1. From an accounts list view, select New. 2. Select Household. 3. In Account Name, enter the household name (for example, Claire Johnson Household). Leave the other fields empty because they are automatically calculated or don t yet apply. 4. Save the record. Households can t be deleted or made inactive. 5. On the Relationships tab, do one of the following: From the relationship map, on the household component, click Edit Group. From the Group Members section, click Edit. The next part of creating a household is adding group members and relationships. You can add members only through the Relationships tab on the group profile. SEE ALSO: Add Household Members and Relationships 9

14 Create a Relationship Group Create a Relationship Group Use a relationship group to create, maintain, and visualize client and group relationships in Financial Services Cloud. For instance, a household is a type of relationship group. Note: You can t delete or make a group inactive. 1. From an individual client or business account profile, click the Relationships tab. 2. Do one of the following. From the relationship map, click + Add Group. In the Primary Group section, click New. Note: If the client already has a primary group, it appears as the section name. You can edit the primary group. A client can have only one primary group. In the Relationships Group section, click New. 3. For Account Name, enter the household name (Example: Claire Johnson Household). Leave all other fields empty. 4. Click Save & Next. The next part of creating a relationship group is adding group members and relationships. You can add members only through the Relationships tab on the group profile. SEE ALSO: Add Household Members and Relationships Add Household Members and Relationships Add members to a household, and relate business entities and other people to the household members. Define how to summarize the members activity and financials at the household level. Note: If you can t add a client to more than one household, ask your Salesforce admin to enable the multiple relationship groups custom setting. 1. Do one of the following. Create a Household Create a Relationship Group 2. For Member Name, enter an existing individual client s name or select + New Contact. 10

15 Add Household Members and Relationships For a new contact, do the following. a. Select the Individual record type. Then click Next. b. Enter the contact s last name and other optional information. c. Save the contact record. 3. Select the member s role. If the member is the primary household member, select Client. You can select more than one role for each member. If the member is not the primary household member, select the member s role relative to the primary household member s role, such as Dependent or Spouse. 4. If you want to roll up activities and objects for this member, select Primary Group. Roll-up items are summarized at the household level for all members who have this household as their primary group. Designating a household as a primary group for a member lets you add the member s related business to the household. As a member of the household, the related business s activities and objects are also summarized at the household level. You can add a business to only one primary group. 5. If you enabled this household as a primary group for the member, select which activities and objects, such as financial accounts or financial goals, to roll up when summarizing data at the household level. Note: You can select more than one item for each member. 6. To designate this individual as the primary household member, select Primary Member. Designating a primary member is not required, but a household can have only one primary member. 7. To add another member to the household, click + Add Row and enter the required information. 11

16 Add an Extended Relationship to a Client or Household 8. To relate a member s business entity to the household, do the following. a. From the section of relationships with other accounts, under Related Member, enter a household member. b. Select the role that describes how the member is associated with the related business entity. c. Enter the member s related business entity. d. If you want the business entity to be a member of the household, and the business s activities and objects summarized at the household level, select Add to Group. Note: To add this business entity to the household, the household must be the primary group for the related member. e. To relate another business entity to the household, click + Add Row and complete the information. 9. To relate a member to another person, do the following. a. From the section of relationships with other people, under Related Member, enter a household member. b. Select the related role that describes how the contact is associated with the related member. c. Enter the member s related contact. d. To relate another person to a household member, click + Add Row and complete the information. Add an Extended Relationship to a Client or Household Better visualize clients relationships with people outside of their household. Track the other professionals who advise clients about their financial lives. Also track clients affiliations with owned businesses and other organizational entities. Relate a Contact to a Client or Household Add a lawyer, accountant, or other professional as a related contact. First, create a business account for the contact (because every contact belongs to an account in Salesforce). Then associate the contact with a client or household. Relate an Account or Another Household to a Household Add an account that is associated with a household to track the household s relationships with other entities, such as a business, a trust, or another household. Relate a Contact to a Client or Household Add a lawyer, accountant, or other professional as a related contact. First, create a business account for the contact (because every contact belongs to an account in Salesforce). Then associate the contact with a client or household. 1. In the navigation menu, go to Accounts and select New. Create an account record. If you re adding a lawyer as the related contact, create an account record for the law firm. 2. From the Relationships tab of the client or household profile, do one of the following. From the relationship map, click + Add Contact. In the Related Contacts section, click New. 3. For Contact, verify the name of the household member that the contact is associated with. The contact must be associated with a specific member not with the household in general. 12

17 Enter Financial Data 4. Click the Related Contact field. Select either an existing contact or New Contact. If it s a new contact, do the following. a. Select the Business record type, because you re adding a business contact. Click Next. b. Enter the contact s last name, and select the account name that you created in the first step. c. Save the contact record. 5. For Related Role, select the role that describes how the contact is associated with the client. 6. Save the related contact record. The related contact appears on both the client and household profiles. The contact s record detail page also shows the entities that the contact has relationships with. Relate an Account or Another Household to a Household Add an account that is associated with a household to track the household s relationships with other entities, such as a business, a trust, or another household. You can associate an account entity only with a household entity not with an individual client. To track a client s relationship with an organizational entity, we recommend associating the account with the household. 1. On the Relationships tab of the household profile, do one of the following. From the relationship map, click + Add Account. In the Related Accounts section, click New. 2. For Account, verify the name of the household that the account is associated with. 3. Click the Related Account field, and select an existing account or New Account. Do the following for a new account. a. If the related account is another household, select the Household record type. If the related account is a business or organizational entity, select the Business record type. Then click Next. b. Enter the account s name and other optional information. c. Save the account record. 4. For Related Role, select the role that describes how the account is associated with the household. 5. Save the related account record. The related account appears on the household profile. The account s record detail page also shows the entities that the account has relationships with. Enter Financial Data Create records for clients financial accounts and their underlying holdings, assets, liabilities, and financial goals. Add a Financial Account Enter information about an investment account, bank account, or insurance policy. While this data is typically updated automatically from external systems, here s how to enter a financial account manually. 13

18 Add a Financial Account View Holdings Within an Investment Account Expand the view of an investment account to see its underlying holdings. Add Holdings to an Investment Account Enter purchase history and details about financial holdings in an investment account. Create Securities Records Enter information about securities, such as stocks or bonds. While this data is typically updated automatically from external systems, here s how to enter a securities record manually. Add an Asset or Liability Enter information about tangible assets such as real estate or collectibles or liabilities such as mortgages or loans. Add a Financial Goal Create a financial goal to track clients progress toward major purchases, retirement savings, or other life goals. Add a Financial Account Role Enter information about a client s involvement with a financial account, such as an individual who is a beneficiary or trustee. Add a Financial Account Enter information about an investment account, bank account, or insurance policy. While this data is typically updated automatically from external systems, here s how to enter a financial account manually. 1. On the Financials tab of the client or household profile, select New in the appropriate financial accounts section. 2. Enter relevant details. The Primary Owner can be a household member or an organizational entity it can t be the household itself. For investment accounts, if it s one that your firm manages or administers, select Managed. If it s one of your in-house products, leave Held Away unselected. 3. Save the record. If you created the financial account from the client profile, and if the client s financial account information is summarized at the household level, the newly created account is also visible in the household profile. If a financial account is jointly owned by multiple individuals, the full balance is displayed in each individual s profile. If some or all individuals belong to the same household, and if financial accounts are included in that household s roll-up summaries for the primary owner, then the balance is counted only once in the summary calculation. If an individual client and an organizational entity jointly own a financial account, the primary ownership determines whether the account balance is included in roll-up summaries. If the primary owner is the individual client, the balance is included in the client s household roll-up summary. If the primary owner is the organizational entity, the balance is excluded from the client s household roll-up summary. You can edit or delete a financial account from the Financials tab or the Related tab. You can also create a wallet share opportunity that s associated with a financial account. Select the actions icon next to the financial account name. SEE ALSO: Create a Wallet Share Opportunity 14

19 View Holdings Within an Investment Account View Holdings Within an Investment Account Expand the view of an investment account to see its underlying holdings. 1. On the Financials tab of the client or household profile, look for an arrow icon next to the investment account name. If there s no icon, holdings information isn t available. 2. To expand the list of holdings within the investment account, select the icon. SEE ALSO: Add Holdings to an Investment Account USER PERMISSIONS To view holdings: Advisor permissions Add Holdings to an Investment Account Enter purchase history and details about financial holdings in an investment account. When you add a holding, you can select from existing securities records only. If the securities record doesn t exist yet, create it first. 1. On the Related tab of the client or household profile, select New in the Financial Holdings section. 2. Enter a name, such as Salesforce shares. 3. Select the ticker symbol. 4. Select the financial account (investment account) for this holding. 5. Enter purchase details. 6. Save the record. SEE ALSO: Create Securities Records View Holdings Within an Investment Account Create Securities Records Enter information about securities, such as stocks or bonds. While this data is typically updated automatically from external systems, here s how to enter a securities record manually. Make sure that securities data is entered before you enter holdings for investment accounts. Otherwise, you can t specify that the security is part of a holding. 1. From the navigation menu, go to the Securities list view, and then select New. 2. Enter the ticker symbol, securities name, and other relevant details. 3. Save the record. 15

20 Add an Asset or Liability Add an Asset or Liability Enter information about tangible assets such as real estate or collectibles or liabilities such as mortgages or loans. 1. On the Financials or Related tab of the client or household profile, select New in the Assets and Liabilities section. 2. Select an Asset or Liability record type. 3. Enter required details, and then save the record. Add a Financial Goal Create a financial goal to track clients progress toward major purchases, retirement savings, or other life goals. 1. On the Goals tab of the client or household profile, select New in the Goals Summary section. 2. Enter a name. 3. Select the household member who is the goal s primary owner. 4. Enter other relevant details, then save the record. If you created the goal from the client profile and if the client s goals are summarized at the household level, the goal is also visible in the household profile. You can edit or delete a goal in the Goals tab or the Related tab. For now, you can enter savings-oriented goals only; a goal such as paying down debt isn t supported. You can t associate a goal with specific financial accounts. Add a Financial Account Role Enter information about a client s involvement with a financial account, such as an individual who is a beneficiary or trustee. 1. On the Financials tab of the client profile, select New in the Financial Account Roles section. 2. Select the financial account and the role that describes the client s involvement. 3. Enter relevant details, including updating the start date as needed. 4. Save the record. The newly added role is visible on the Financials tab. Note: If you look on the Related tab of the client profile, you can see the full list of financial account roles that the client occupies. The Related list includes the financial account roles of Primary Owner and Joint Owner. These financial account roles are created and updated automatically when you indicate that the client is a primary or joint owner on a financial account record. 16

21 Create a Wallet Share Opportunity Create a Wallet Share Opportunity Create an opportunity record related to a financial account to track wallet share opportunities. 1. On the Financials tab, select the actions icon next to the name of any financial account. 2. Select New Opportunity (Wallet Share). 3. Enter the required fields and any relevant details. 4. Save the record. Create a Lead Create a lead record to track a prospect. 1. From the navigation bar, go to the Leads list view, and then select New. 2. Select the appropriate lead record type, and select Next. 3. Enter the name, company name, and lead status, and other relevant details. 4. Save the record. Convert a Lead to a Client Convert a lead record to a client record. 1. From the lead detail page, select Convert. 2. Click in Account Name, then select New Account. 3. Select the Individual record type, then select Next. 4. Enter any relevant details. 5. Save the new account record. 6. If you want to also create an opportunity record associated with the converted lead, enter an opportunity name. 7. Select Convert. 8. Close the confirmation message or select Go to Leads to continue creating more lead records. Create a Case from Financial Accounts Create a case for a client s financial account so you can see the related case from the financial account s page or the client s profile page. 1. From a client s profile page, click the Financial Accounts tab. 2. Next to a financial account name, from the dropdown menu, click New Case. 17

22 Work with Client Data 3. Enter the information about the case. 4. Save your changes. The case is associated with your client s financial account. You can see this case from the Cases section on the Related tab of either the financial account page or the client s profile page. Work with Client Data Track the specifics of your client interactions so that you develop a rich history to draw on for building relationships. Track Client Interactions Track tasks and events and log client communications to maintain a complete history of your interactions with a client. Track Client Interests Track clients personal and financial interests so it s easy to personalize communications and match clients with events of interest. Track Client Interactions Track tasks and events and log client communications to maintain a complete history of your interactions with a client. 1. On the client profile, go to the Activity tab. 2. On the appropriate tab, schedule a task or event, send an , or log a call. If the client s tasks or events are included in the household s roll-up summary, this task or event is also displayed on the household profile s Activities Related List on the Related tab. Keep in mind these considerations when tracking client interactions. 18

23 Track Client Interests Your administrator can designate which activities affect the Last Interaction and Next Interaction dates that you see on the client and household profiles. Ask your administrator for details. Last Review and Next Review dates are not calculated automatically based on a client s Review Frequency. Last Review and Next Review dates are unrelated to the client s task or event dates, even if a task or event is a review meeting. Track Client Interests Track clients personal and financial interests so it s easy to personalize communications and match clients with events of interest. 1. On the client profile, select Edit in the highlights panel. 2. In the Know Your Client section, click in the Personal Interests or Financial Interests field. 3. Enter an interest, such as Cooking or Retirement. If it exists in the app, select it from the list of suggested interests. Otherwise, press the Enter key after each new entry to add it to the list. 4. Save your changes. 19

Financial Services Cloud User Guide

Financial Services Cloud User Guide Financial Services Cloud User Guide Salesforce, Winter 19 @salesforcedocs Last updated: October 8, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Financial Services Cloud Installation Guide

Financial Services Cloud Installation Guide Financial Services Cloud Installation Guide Salesforce, Spring 18 @salesforcedocs Last updated: April 18, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Financial Services Cloud Installation Guide

Financial Services Cloud Installation Guide Financial Services Cloud Installation Guide Salesforce, Spring 18 @salesforcedocs Last updated: April 26, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Financial Services Cloud Administrator Guide

Financial Services Cloud Administrator Guide Financial Services Cloud Administrator Guide Salesforce, Spring 18 @salesforcedocs Last updated: February 1, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Salesforce Lightning Partner Management

Salesforce Lightning Partner Management Salesforce Lightning Partner Management Salesforce, Winter 17 @salesforcedocs Last updated: November 23, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Financial Services Cloud Administrator Guide

Financial Services Cloud Administrator Guide Financial Services Cloud Administrator Guide Salesforce, Winter 18 @salesforcedocs Last updated: December 6, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Financial Services Cloud Quick Start

Financial Services Cloud Quick Start Financial Services Cloud Quick Start Salesforce, Spring 18 @salesforcedocs Last updated: January 19, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Work.com Implementation Guide

Work.com Implementation Guide Work.com Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: November 2, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

Omni-Channel Supervisor

Omni-Channel Supervisor Salesforce, Spring 18 @salesforcedocs Last updated: February 3, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other

More information

Omni-Channel Supervisor

Omni-Channel Supervisor Salesforce, Winter 18 @salesforcedocs Last updated: November 2, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other

More information

Solutions Implementation Guide

Solutions Implementation Guide Solutions Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

Field Service Lightning Mobile User Guide

Field Service Lightning Mobile User Guide Mobile User Guide Salesforce, Summer 18 @salesforcedocs Last updated: July 5, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

REPORTING ON HISTORICAL CHANGES IN YOUR DATA

REPORTING ON HISTORICAL CHANGES IN YOUR DATA REPORTING ON HISTORICAL CHANGES IN YOUR DATA Summary Get deeper insight and make data-driven decisions by analyzing your organization's activity over over the last three months. Report on Historical Changes

More information

Get Started with Sales Cloud Implementation Guide

Get Started with Sales Cloud Implementation Guide Get Started with Sales Cloud Implementation Guide Salesforce, Spring 18 @salesforcedocs Last updated: March 7, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Campaign Management Implementation Guide

Campaign Management Implementation Guide Campaign Management Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

TrackITSystem. Facility Manager Documentation Installation and User Guide

TrackITSystem. Facility Manager Documentation Installation and User Guide TrackITSystem Facility Manager Documentation Installation and User Guide Pages 1 to 7 apply to the install and configuration for admins. The user guide begins on page 8 In a browser, go to the installation

More information

Marketing Cloud Advertising Studio

Marketing Cloud Advertising Studio Marketing Cloud Advertising Studio Salesforce, Winter 19 @salesforcedocs Last updated: December 4, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

New for 2009! Detecting and Correcting with the Client Data Review Feature

New for 2009! Detecting and Correcting with the Client Data Review Feature Chapter 17 New for 2009! Detecting and Correcting with the Client Data Review Feature Introduction: Features and Benefits Starting a Client Data Review Customizing the Client Data Review Center Account

More information

Add Intelligence To Your Apps

Add Intelligence To Your Apps Add Intelligence To Your Apps Salesforce, Winter 19 @salesforcedocs Last updated: October 8, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Copyright , Surfwriter, Inc. All Rights Reserved Page 1 of 37

Copyright , Surfwriter, Inc. All Rights Reserved Page 1 of 37 Table of Contents CloudComp App Install... 4 App Install: Enable Forecasts for your Salesforce Org... 4 App Install: Grant Access to Admins only... 4 App Install: Assign Licenses... 4 App Install: Permission

More information

HR Business Partner Guide

HR Business Partner Guide HR Business Partner Guide March 2017 v0.1 Page 1 of 10 Overview This guide is for HR Business Partners. It explains HR functions and common actions HR available to business partners and assumes that the

More information

TAMARAC REPORTING. Customizable Dashboard. Dynamic Reports. UMA and UMH Sleeve Level Reporting

TAMARAC REPORTING. Customizable Dashboard. Dynamic Reports. UMA and UMH Sleeve Level Reporting TAMARAC REPORTING Tamarac s award-winning reporting capabilities enable your firm to easily generate elegant reports focused on what matters the most to you and your clients. For performance, holdings,

More information

Field Service Lightning Managed Package Guide

Field Service Lightning Managed Package Guide Field Service Lightning Managed Package Guide Salesforce, Spring 18 @salesforcedocs Last updated: April 24, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Certify User Guide INVOICE REPORTS

Certify User Guide INVOICE REPORTS Certify User Guide INVOICE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center within the Certify Support

More information

Personal Financial Management

Personal Financial Management Personal Financial Management Note - Click the heading in each section to view the answers for each section. Personal Financial Management FAQs: 1. What is Personal Financial Management? 2. What are the

More information

Crowe Project Management

Crowe Project Management Smart decisions. Lasting value. Crowe Project Management For Microsoft Dynamics CRM Crowe Project Management for Microsoft Dynamics CRM Table of Contents Overview... 1 Main Menu End User Navigation...

More information

Connecting People to XE

Connecting People to XE Connecting People to XE Standard and Medium Edition 30th June 2016 1 P age Connecting People to XE Your business needs accurate and reliable exchange rate data. XE delivers businesses real-time exchange

More information

1. A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

1. A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement: 1. A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement: A) Summary A) Summary B) All Salesforce Reports C) Tabular D) Matrix 2.

More information

Introduction to Cognos Analytics and Report Navigation Training. IBM Cognos Analytics 11

Introduction to Cognos Analytics and Report Navigation Training. IBM Cognos Analytics 11 Introduction to Cognos Analytics and Report Navigation Training IBM Cognos Analytics 11 Applicable for former IBM Cognos 10 report users who access CBMS Cognos to run and view reports March 2018 This training

More information

The QuickBooks Guide to Converting QuickBooks Desktop. to QuickBooks Online. Version 8.18

The QuickBooks Guide to Converting QuickBooks Desktop. to QuickBooks Online. Version 8.18 The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online Version 8.18 Conversion Roadmap Welcome! This guide is for anyone converting from QuickBooks Desktop (Pro or Premier) to QuickBooks

More information

PREVIEW. Complete Guide to Field Service. Salesforce, Winter

PREVIEW. Complete Guide to Field Service. Salesforce, Winter Complete Guide to Field Service Salesforce, Winter 18 PREVIEW Note: This release is in preview. Features described in this document don t become generally available until the latest general availability

More information

Business Manager User Playbook

Business Manager User Playbook Business Manager User Playbook Table of contents Introduction 3 How to get started with Business Manager 5 Giving permissions in your Business Manager 9 Billing & payments 15 Business Manager User Playbook

More information

Analytics Cloud Service Administration Guide

Analytics Cloud Service Administration Guide Analytics Cloud Service Administration Guide Version 17 November 2017 Contents About This Guide... 5 About Primavera Analytics... 5 About Primavera Data Warehouse... 6 Overview of Oracle Business Intelligence...

More information

Complete Guide to Field Service

Complete Guide to Field Service Complete Guide to Field Service Salesforce, Winter 18 @salesforcedocs Last updated: November 9, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

International Organizations: Using Multiple Currencies

International Organizations: Using Multiple Currencies International Organizations: Using Multiple Currencies Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is

More information

Next, switch from your browser to the inflow Cloud for Windows app and log in.

Next, switch from your browser to the inflow Cloud for Windows app and log in. Table of Contents 1.0 First-time setup...3 2.0 How do I navigate around inflow Cloud?...6 2.1 The inflow Cloud Homepage...6 2.2 inflow Cloud list views...6 2.3 Action toolbar...8 3.0 Where do I enter my

More information

Welcome to the Project Manager guide

Welcome to the Project Manager guide Contents Getting around... 3 Creating a new project... 4 Selecting an existing project... 6 Dashboards... 6 Project planning... 9 Project roles... 9 Gantt view... 11 Adding a task in Gantt view... 12 Parent

More information

How to Download PDF Invoices RR Finance Admins

How to Download PDF Invoices RR Finance Admins How to Download PDF Invoices RR Finance Admins In order to download PDF invoices from your suppliers, you will need to access SCP-RR (Supply Chain Platform Rolls-Royce) through Exostar. If you are not

More information

TABLE OF CONTENTS DOCUMENT HISTORY

TABLE OF CONTENTS DOCUMENT HISTORY TABLE OF CONTENTS DOCUMENT HISTORY 5 UPDATE 17D 5 Revision History 5 Overview 5 Optional Uptake of New Features (Opt In) 6 Update Tasks 6 Feature Summary 7 Demand Management 9 Forecast Unique Demand Segments

More information

Version 7 User Guide P R O D U C T O V E R V I E W. SmartCommissions

Version 7 User Guide P R O D U C T O V E R V I E W. SmartCommissions Version 7 User Guide P R O D U C T O V E R V I E W SmartCommissions SmartOffice v7, Revised: 07-13-15 Copyright 2015, Ebix CRM All Rights Reserved. No part of this documentation may be copied, reproduced

More information

Sage ERP Accpac 6.0A. SageCRM 7.0 I Integration Update Notice

Sage ERP Accpac 6.0A. SageCRM 7.0 I Integration Update Notice Sage ERP Accpac 6.0A SageCRM 7.0 I Integration Update Notice 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered

More information

FEATURES. Kanban Manage projects and tasks like sticky notes on a whiteboard.

FEATURES. Kanban Manage projects and tasks like sticky notes on a whiteboard. FEATURES To learn more about TaskRay, the top-rated 100% Salesforce native project management app, schedule a demo by emailing us at sales@bracketlabs.com. VIEWS Kanban Manage projects and tasks like sticky

More information

Oracle Risk Management Cloud. Release 13 (updates 18A 18C) What s New

Oracle Risk Management Cloud. Release 13 (updates 18A 18C) What s New Oracle Risk Management Cloud Release 13 (updates 18A 18C) What s New TABLE OF CONTENTS DOCUMENT HISTORY 4 UPDATE 18C 4 Revision History 4 Overview 4 Feature Summary 5 Risk Management 8 Common 8 Monitor

More information

Oracle Planning and Budgeting Cloud. December 2017 Update (17.12) What s New

Oracle Planning and Budgeting Cloud. December 2017 Update (17.12) What s New Oracle Planning and Budgeting Cloud December 2017 Update (17.12) What s New TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE PLANNING AND BUDGETING CLOUD, DECEMBER UPDATE... 3 ANNOUNCEMENTS AND NEW FEATURES...

More information

Resco Cloud Quick Guide for Field Service Technicians. Offline Customizable Mobile & Desktop Solution

Resco Cloud Quick Guide for Field Service Technicians. Offline Customizable Mobile & Desktop Solution Resco Cloud Quick Guide for Field Service Technicians Offline Customizable Mobile & Desktop Solution Resco Cloud with 700+ features! Resco CRM Flawless desktop experience Real-time data that s fast, secure

More information

Sample CRM Dashboards

Sample CRM Dashboards Sample CRM Dashboards Salesforce, Winter 18 @salesforcedocs Last updated: November 2, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

OPEN ENROLLMENT. Employee Benefits

OPEN ENROLLMENT. Employee Benefits OPEN ENROLLMENT Employee Benefits Abstract Through the use of the Employee Self Service and Human Resource modules, you will be able to setup self-enrollment for your employees and let them do all the

More information

ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE

ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE ROCS GUIDE TO INITIATOR/AUTHORIZER 1 ROLE I. INTRODUCTION TO THE INITIATOR/AUTHORIZER 1 ROLE In ROCS Initiators and Authorizer 01 s may: start new position description requests, modify position description

More information

AppCrown Wealth Plus supports financial advisors relationship building process

AppCrown Wealth Plus supports financial advisors relationship building process Delivering transformational systems that innovates how financial institutions manage their client profile & risks, measure asset exposure and firm liability across all client accounts while automating

More information

Complete Guide to Field Service

Complete Guide to Field Service Complete Guide to Field Service Salesforce, Winter 19 @salesforcedocs Last updated: October 10, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

END-USER GUIDE. The Procure-to-Pay Process

END-USER GUIDE. The Procure-to-Pay Process END-USER GUIDE The Procure-to-Pay Process Version 1.1 June 30, 2016 Contents 1 The E-Procurement Process... 2 2 Creating Requests... 4 2.1 Shopping Catalogs... 4 2.2 Shop Off-Catalog... 7 2.3 Shopping

More information

Unit4 PSA Suite Business Performance Edition

Unit4 PSA Suite Business Performance Edition for Microsoft Dynamics CRM Unit4 PSA Suite Business Performance Edition Release Notes Unit4 PSA Suite Business Performance Edition July 2017 v.31.07.2017 - MvB (C) Copyright 2017 Unit4 Table of Contents...

More information

Administrator Guide. Advanced HR 2.0

Administrator Guide. Advanced HR 2.0 Administrator Guide Advanced HR 2.0 Copyright 2018 by Asure Software. All rights reserved. Printed in USA. The contents of this guide and the software described are copyrighted. No part of this guide or

More information

Actionable Analytics Portal Release Notes December 22, 2017

Actionable Analytics Portal Release Notes December 22, 2017 Support EXP Actionable Analytics Portal Release Notes December 22, 2017 At Support EXP, we seek to continuously update and add new features to our EXP Actionable Analytics Portal. We are pleased to release

More information

New Features in EnterpriseTrack 16.1

New Features in EnterpriseTrack 16.1 New Features in EnterpriseTrack 16.1 COPYRIGHT & TRADEMARKS Copyright 2016, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates.

More information

INTRODUCTION TO PREVALENT SYNAPSE 0

INTRODUCTION TO PREVALENT SYNAPSE 0 INTRODUCTION TO PREVALENT SYNAPSE 0 Welcome to Prevalent Synapse : the next generation of Prevalent s industry-leading third party risk management platform, built on the foundation and accumulated experience

More information

USER MANUAL. Inventory Manager TABLE OF CONTENTS. Version: 4.0

USER MANUAL. Inventory Manager TABLE OF CONTENTS. Version: 4.0 USER MANUAL Inventory Manager Version: 4.0 Compatibility: Microsoft Dynamics CRM 2016(v8.0) and above TABLE OF CONTENTS Introduction... 1 Benefits of Inventory Manager... 1 Prerequisites... 2 Installation

More information

North American Rates User guide

North American Rates User guide Deutsche Bank Fixed Income North American Rates User guide http://autobahn.db.com 2 Autobahn is Deutsche Bank s award-winning electronic distribution service. Since 1996, Autobahn has been connecting clients

More information

Customer Community Reports

Customer Community Reports Customer Community Reports Version 1.0 9/13/2016 1 Table of Contents Introduction... 4 Things you should know... 5 Reports Navigating to reports:... 6 Reports Filters... 8 Filtering Dates:... 8 Filter

More information

Proteus MMX Enhancements (3.7)

Proteus MMX Enhancements (3.7) Proteus MMX Enhancements (3.7) Contents 1. Working Hours tab added in employee module... 2 Add Working Hours... 4 2. Labor Planner added in Personnel module... 5 3. Time Zone is removed from Users and

More information

Office 365 Timesheet Add-In (User manual)

Office 365 Timesheet Add-In (User manual) Office 365 Timesheet Add-In (User manual) By For further information, visit us at www.ignatiuz.com For support, contact us at support@ignatiuz.com Version:- V 2.5.0.0 Created: November 2nd, 2018 1 Table

More information

Review Manager Guide

Review Manager Guide Guide February 5, 2018 - Version 9.5 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

More information

AppExchange Packaging Guide

AppExchange Packaging Guide Salesforce.com: Salesforce Summer '09 AppExchange Packaging Guide Last updated: July 6, 2009 Copyright 2000-2009 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of salesforce.com,

More information

THOMSON ReuTeRS eikon FOR ReTAIL TRADeRS

THOMSON ReuTeRS eikon FOR ReTAIL TRADeRS THOMSON Reuters EIKON FOR RETAIL TRADERS Professional Power to the private trader Loaded with real-time news & data, fundamentals, economic reporting, analytics, and much more. Thomson Reuters Eikon for

More information

Lanteria HR Core HR

Lanteria HR Core HR Lanteria HR 2013 - Core HR User's Guide for version 4.2.0 Copyright 2015 Lanteria Table of Contents 1 Introduction... 4 1.1 The Core HR Module Overview... 4 1.2 Terminology List... 4 2 Core HR Dashboard...

More information

Invoices 3.3 User Guide

Invoices 3.3 User Guide ! Invoices 3.3 User Guide We Make Software - Ecleti.com Invoices 2007-2018 Ecleti - Roberto Panetta all rights reserved Every effort has been made to ensure that the information in this manual is accurate.

More information

optems On Premise Trust & Estate Management System

optems On Premise Trust & Estate Management System optems On Premise Trust & Estate Management System An overview On Premise Trust & Estate Management System is a complete solution for organizations which manage trusts, common funds and the organization

More information

All A&M System employees will access Workday through Single Sign On (SSO). Workday Home Page

All A&M System employees will access Workday through Single Sign On (SSO). Workday Home Page Workday Basics & FAQ What Is Workday? Workday is a cloud-based system that The Texas A&M University System uses to manage the Human Resources, Benefits and Payroll functions for all employees. Workday

More information

Field Service Lightning Managed Packaged Guide

Field Service Lightning Managed Packaged Guide Field Service Lightning Managed Packaged Guide Salesforce, Winter 18 @salesforcedocs Last updated: November 2, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Sage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice

Sage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice Sage ERP Accpac 6.0A SageCRM 7.1 I Integration Update Notice 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered

More information

Getting Started Guide

Getting Started Guide $ w h flo Cas Profit Getting Started Guide Growth KPIs Goalse ek Trends Table of Contents BASIC NAVIGATION ANALYSIS 03 Logging in 18 KPI Summary 30 Inviting a person 04 Workflow 19 KPI Explorer 31 User

More information

QUICKBOOKS ONLINE CERTIFICATION COURSE. Supplemental Guide. Module 6: Payroll and Other Transactions

QUICKBOOKS ONLINE CERTIFICATION COURSE. Supplemental Guide. Module 6: Payroll and Other Transactions QUICKBOOKS ONLINE CERTIFICATION COURSE Supplemental Guide Module 6: Payroll and Other Transactions Copyright Copyright 2017 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano,

More information

TABLE OF CONTENTS. What is Salesforce Lightning? Advantages of Salesforce Lightning over Classic The Lightning Migration process

TABLE OF CONTENTS. What is Salesforce Lightning? Advantages of Salesforce Lightning over Classic The Lightning Migration process LIGHTNING TABLE OF CONTENTS What is Salesforce Lightning? Advantages of Salesforce Lightning over Classic The Lightning Migration process Assessment Planning Execution The Infoglen Advantage Step 1 : Assessment

More information

ADM-201 Q&As. Administration Essentials for New Admins. Pass Salesforce ADM-201 Exam with 100% Guarantee

ADM-201 Q&As. Administration Essentials for New Admins. Pass Salesforce ADM-201 Exam with 100% Guarantee ADM-201 Q&As Administration Essentials for New Admins Pass Salesforce ADM-201 Exam with 100% Guarantee Free Download Real Questions & Answers PDF and VCE file from: 100% Passing Guarantee 100% Money Back

More information

You might not realize it yet, but every time you log in to salesforce.com

You might not realize it yet, but every time you log in to salesforce.com Chapter 1 Looking Over Salesforce.com In This Chapter Solving business challenges Extending the value of what you have Deciding what salesforce.com size fits you You might not realize it yet, but every

More information

Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED.

Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED. Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED. Table of Contents Grow Your Small Business With Salesforce 01 02 03 04 05 Introduction The Salesforce Advantage Chapter 1 Make Everyone

More information

You might not realize it yet, but every time you log in to Salesforce,

You might not realize it yet, but every time you log in to Salesforce, In This Chapter Chapter 1 Looking Over Salesforce Solving business challenges Extending the value of what you have Deciding what Salesforce size fits you You might not realize it yet, but every time you

More information

Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3

Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Copyright 1999-2017 Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Table of Contents 1 Vendor Portal Registration... 4 1.1 Register for Vendor Portal...4 2 Vendor

More information

Croner Simplify. Croner Simplify. ~ Manager Training Workbook ~ Version 5.0. P a g e 1. January 17

Croner Simplify. Croner Simplify. ~ Manager Training Workbook ~ Version 5.0. P a g e 1. January 17 ~ Manager Training Workbook ~ Version 5.0 P a g e 1 Manager View Managers can see information about themselves and their teams. Their role within Croner Simplify is to complete certain tasks for their

More information

Entrepreneur. Getting Started

Entrepreneur. Getting Started Entrepreneur Getting Started G u i d e Entrepreneur Getting Started 1 Setting Up Your Company 5 Setting Up Customers & Suppliers 14 Setting Up Items 17 Essential Tasks 18 Reporting 23 System Administration

More information

Croner Simplify. Croner Simplify. ~ Manager Training Workbook ~ Version 6.0. P a g e 1

Croner Simplify. Croner Simplify. ~ Manager Training Workbook ~ Version 6.0. P a g e 1 ~ Manager Training Workbook ~ Version 6.0 P a g e 1 Manager View Managers can see information about themselves and their teams. Their role within Croner Simplify is to complete certain tasks for their

More information

Oracle. SCM Cloud Implementing Supply Chain Planning. Release 13 (update 18A)

Oracle. SCM Cloud Implementing Supply Chain Planning. Release 13 (update 18A) Oracle SCM Cloud Release 13 (update 18A) Release 13 (update 18A) Part Number E92337-02 Copyright 2011-2018, Oracle and/or its affiliates. All rights reserved. Authors: Barbara Mise, Dhruba Jyoti Pokhrel,

More information

1Z

1Z 1Z0-567 Passing Score: 800 Time Limit: 0 min Exam A QUESTION 1 Identify the true statement regarding Activity Step templates. A. Activity % complete must be Physical when using Activity Step templates.

More information

Pinterest Ads Manager Guide

Pinterest Ads Manager Guide Pinterest Ads Manager Guide Create and manage ads using the Pinterest Ads Manager and see how your ads help your business grow. Promoted Pins are ads that you pay for so they can reach a specific audience

More information

April NC E-Procurement ACCBO Spring Conference Tips & Tricks

April NC E-Procurement ACCBO Spring Conference Tips & Tricks April 2016 NC E-Procurement ACCBO Spring Conference Tips & Tricks NC E-Procurement Overview & Benefits NC E-Procurement provides tools to improve the way the State of North Carolina purchases goods and

More information

Business Portal for Microsoft Dynamics GP. Requisition Management Administrator s Guide Release 10.0

Business Portal for Microsoft Dynamics GP. Requisition Management Administrator s Guide Release 10.0 Business Portal for Microsoft Dynamics GP Requisition Management Administrator s Guide Release 10.0 Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright

More information

Volunteers for Salesforce User Guide

Volunteers for Salesforce User Guide Volunteers for Salesforce User Guide @salesforcedocs Last updated: November 21, 2017 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

MEMO: LITTLE BELLA & MENTOR INFO TRACKING

MEMO: LITTLE BELLA & MENTOR INFO TRACKING MEMO: LITTLE BELLA & MENTOR INFO TRACKING Hi Program Leads! This off-season, our team looked for ways to make our registration process easier. We wanted to improve the user experience for parents registering

More information

Oracle SCM Cloud Implementing Supply Chain Planning. Release 13 (update 18C)

Oracle SCM Cloud Implementing Supply Chain Planning. Release 13 (update 18C) Release 13 (update 18C) Release 13 (update 18C) Part Number E98393-02 Copyright 2011-2018, Oracle and/or its affiliates. All rights reserved. Authors: B. J. Mise, Dhruba Jyoti Pokhrel, Nithin Premkumar,

More information

Oracle Planning and Budgeting Cloud

Oracle Planning and Budgeting Cloud Oracle Planning and Budgeting Cloud September Update (16.09) Release Content Document August 2016 TABLE OF CONTENTS REVISION HISTORY... 3 PLANNING AND BUDGETING CLOUD, SEPTEMBER UPDATE... 4 ANNOUNCEMENTS

More information

Introducing Sage One Accounting

Introducing Sage One Accounting Introducing Sage One Accounting Sage One Accounting is a simple, easy-to-use system that manages your business cycle. You can: Manage your package subscription efficiently from a central location. Use

More information

QuickBooks is a complete business accounting

QuickBooks is a complete business accounting Quick Insights and Program Overview QuickBooks is a complete business accounting system designed to accommodate nearly two dozen types of industries, ranging from small servicebased firms to large retail

More information

10/18/2018. London Governance, Risk, and Compliance

10/18/2018. London Governance, Risk, and Compliance 10/18/2018 Governance, Risk, and Compliance Contents Contents... 4 Applications and integrations supporting GRC workflow... 6 GRC terminology... 7 Domain separation in... 9 Policy and Compliance Management...11

More information

Overview For Sales Leaders

Overview For Sales Leaders Overview For Sales Leaders Welcome My Avon Office is designed with you in mind to help you to be super-efficient and grow your business. Welcome & How to Get Started With My Avon Office you can Stay connected

More information

Getting Started with Report Center

Getting Started with Report Center Getting Started with Report Center 1 Getting Started with Report Center Data and reports are key when it comes to audit trails and managing employee and company information. Paycom s Report Center has

More information

Risk Management User Guide

Risk Management User Guide Risk Management User Guide Version 17 December 2017 Contents About This Guide... 5 Risk Overview... 5 Creating Projects for Risk Management... 5 Project Templates Overview... 5 Add a Project Template...

More information

All New Account View Form

All New Account View Form This upgrade for SalesChain continues our user interface redevelopment project. We are in fact ahead of schedule and are very excited to introduce a number of newly developed features that include: All

More information

Business Portal for Microsoft Dynamics GP. Human Resources Management Self Service Suite Administrator s Guide Release 10.0

Business Portal for Microsoft Dynamics GP. Human Resources Management Self Service Suite Administrator s Guide Release 10.0 Business Portal for Microsoft Dynamics GP Human Resources Management Self Service Suite Administrator s Guide Release 10.0 Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying

More information

Release Notes Assistance PSA Suite 2016 Spring Release

Release Notes Assistance PSA Suite 2016 Spring Release Release Notes Assistance PSA Suite 2016 Spring Release (June 2016) New License Structure The Assistance PSA Suite License structure has changed In the new license model 3 licenses are available: - Essentials:

More information