What Do Lightning Flows For Financial Services Cloud Enable You To Do?

Why is Salesforce financial services cloud?

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations.

Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect..

Can you clone a salesforce community?

No, you can’t duplicate a community page. Please refer the link below : How to duplicate a page in Salesforce community?

Does salesforce have a finance module?

CRM Finance: Financial Service Management – Salesforce.com.

Does financial services cloud require lightning?

Financial Services Cloud requires that users are in Lightning Experience. If you are not using Lightning Experience, the vast majority of the underlying FSC functionality won’t work. Data will not look accurate, and users will be frustrated. If you’re going to pay for the feature, you should use it as intended.

What kind of an application is financial services cloud?

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect.

What community licenses are needed to enable sharing of financial account records across multiple owners?

For advanced sharing use cases (for example, sharing financial account records across multiple owners), Partner Communities or CCP licenses are required.

Is pardot a CMS?

Marketing automation platforms include Hubspot, Pardot, Eloqua and Marketo. A CMS or WCMS (web content management system) is the software marketers use to create and manage web content.

What is financial cloud?

What is Financial Cloud? We are an industry-leading financial services software company, specialising in enterprise solutions to exceed business goals. All Financial Cloud software works seamlessly together, allowing our client organisations to build their own solutions and create great customer journeys with ease.

How do I change my community template?

Change Your Community TemplateOpen Experience Workspaces or Community Management.Click Administration | Settings. … Click Change Template.Choose the template you want to switch to.When prompted, select Change Template to confirm your changes.

How do I give someone to chatter in Salesforce?

From Setup, enter Profiles in the Quick Find box, then select Profiles. For each custom user profile: Click Edit. In the Administrative Permissions section, select or deselect Enable Chatter, depending on whether you want users with this profile to have Chatter access.

What is CMS platform?

A CMS platform (content management system platform) is a piece of software that allows you to easily manage content and create a website. … CMS platforms solve this problem by allowing you to make a website without writing code or learning programming.

How many content records can you have with CMS starter?

500 content recordsWith a starter pack, you can create up to 500 content records, 20 custom content types (apart from the default News type) and have up to 50 GB of content served in a year.

How do I enable chatter in my community?

Enable Chatter Answers in Your CommunityFrom Setup, enter Chatter Answers Settings in the Quick Find box, then select Chatter Answers Settings.Select Enable Chatter Answers.

What is health cloud in Salesforce?

Salesforce Health Cloud delivers a holistic and real- time view of each patient’s health, giving healthcare providers the information they need to provide care that improves outcomes for patients and populations.

How do I add a VF page to community?

Make the Visualforce page available for your community.From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.Click Edit for the page you want to make available for your community.Select Available for Lightning Experience, Lightning Communities, and the mobile app and click Save.

What is content management system examples?

While there are some that focus on a specific use – like Magento and eCommerce – most of the popular content management systems can be used to create essentially any type of website. For example, you can use WordPress to power: Static websites. … Membership sites.