Financial Services Cloud: Action Plans, Salesforce Surveys, Commercial Banking, Einstein Bots, and Rollup Enhancements
Standardize customer engagement processes with Action Plans task templates. Find out what’s on customers’ minds with Salesforce Surveys. Give bankers a more holistic view of customers with the Commercial Banking Console Lightning app. And help customers help themselves with Einstein Bots for Financial Services Cloud. Plus, accelerate data insert and update operations with the enhanced rollup framework in Financial Services Cloud.