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Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to power mortgage application experiences with Financial Services Cloud.
  • Explain how to strengthen provider relationships, gain a full view of your provider network, and improve provider-centered processes.
  • Describe how to unite your manufacturing sales and operations teams around sales agreements.
  • Describe how field reps can spend less time on operational activities and more time building relationships to drive sales and store satisfaction.

Mortgage Innovation for Financial Services Cloud

Capture important borrower information with our new data model enhancements for mortgages that let you share data easily across lines of business. Standard flows and templates for mortgage applications provide guided flows for borrowers and loan officers.

Learn more about the Mortgage Innovation for Financial Services Cloud.

Provider Relationship Management

Strengthen provider relationships and gain a full view of your provider network—including licenses, education, work history, references, professional liability coverage, and more—with a new out-of the-box provider data model. Improve provider-centered processes like onboarding and physician search. This feature is part of Health Cloud, now generally available (GA).

Learn more about the provider relationship management data model.

Sales Agreements 

Unite your sales and operations teams around sales agreements, which give you a 360-degree view into how all your accounts are performing. Get insight into agreed-upon and forecasted volume commitments and compare planned versus actual volumes and revenues, to successfully plan, forecast, and execute on agreements at scale. This feature is part of Manufacturing Cloud, now generally available (GA). 

Learn more about sales agreements.

Retail Execution for Consumer Goods Cloud

Empower field reps to make every store the perfect store by stocking shelves with product at the right price and with the right promotion. Allow field reps to spend less time on operational activities and more time building relationships to drive sales and store satisfaction. This feature is part of Consumer Goods Cloud, now generally available (GA).

Learn more about retail execution.