Publications

ACTION PLANS IN FINANCIAL SERVICES CLOUD

Francis Anthony, Jean Lieske

Learn how to deliver consistent and compliant client engagement experiences.

HOW SALESFORCE BUILDS EQUALITY INTO ORGANIZATIONAL DNA

Kritika Srinivasan, Francis Anthony
How the amazing Salesforce Ohana made it possible for me to bring my full, authentic self to work.

RETAIL EXECUTION IN CONSUMER GOODS CLOUD

Francis Anthony, Roshni Maitra, Jill Stockwell
Turn every store into the perfect store through in-app customer visit management.

MORTGAGE MASTERY WITH FINANCIAL SERVICES CLOUD

Francis Anthony, Todd Hoffman
Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.

LIGHTNING SCHEDULER

Francis Anthony, Mohammed Ali Yasser, Alice Pope
Schedule customer appointments for your business.

TRAILHEAD: SMASHING THE RULES AND STILL ROCKING IT

Francis Anthony
How Salesforce reinvented technical learning and enablement with Trailhead.

INSURANCE AGENT CONSOLE FOR SALES AND SERVICE

Francis Anthony, Erin Sherbert
Learn how the insurance platform can help deliver connected customer experiences.

CLIENT MANAGEMENT WITH FINANCIAL SERVICES CLOUD

Francis Anthony, Rebecca Cantrell, Alice Pope
Understand households, manage accounts, and track interactions with your customers.

INSURANCE FOR FINANCIAL SERVICES CLOUD DATA MODEL

Francis Anthony, Todd Hoffman
Use the insurance data model to plan, manage, and track your insurance business.