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Salesforce for Banking and Finance.

This group is dedicated for users, partners and consultants working in a banking, lending environment or wealth management.

Hi everyone,  1. Have you/ you company/ the company you've worked for automated Financial Statements before? (These are income statements, balance sheets etc) 2. If your answer to 1. is yes which systems have you used? 3. Salesforce ohana can one automate financial statements using Salesforce? 4. If the answer to 3. is Yes please could you direct me on links, blogs, tips on how to do so?

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