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App Review: Online Applications

Posted May 31st, 2017 by in Salesforce Apps

online-applications

Are you looking for a better end user experience and to improve efficiency?  Here are a few ways our clients are building online applications that integrate directly into Salesforce:

    1. Web2Lead – If you’re using the lead object to capture an online application, it’s easy and free to generate an “Online” or HTML version of those fields.  This will create a raw HTML form that you can engage your current web development company to easily incorporate into your website.  You can then setup alerts and assignment rules for people to be notified when leads are received.
    2. Salesforce has an informative article that provides more details on how to accomplish website leads for your sales teams.
    3. A form builder – There are several out there, but we’ve primarily used two form builders:  One is called FormSite and the other is FastForms.  They are both good products that integrate with Salesforce well.  FormSite is a little more affordable at ~$25/mo. vs. ~$30/mo.   Although both allow uploading documents, FastForms can integrate these documents back into Salesforce.
    4. Salesforce Sites – You would use Salesforce sites if you were looking to build a truly unique experience for your partners or borrowers.  This is a free ad-on with your Enterprise Sales Cloud subscription.  Our clients have used Sites to build dynamic pricing portals, online applications, and as an interface to e-sign their documents.
    5. Salesforce Communities – This is an “ad-on” product by Salesforce.  You would use Salesforce Communities if you require users to logon.  Our clients have used Communities to build robust broker/dealer, customer self-service, and online payment portals.

Feature Showcase: Lightning UI – Our take….

Posted May 31st, 2017 by in Salesforce Best Practices

lightning-ui

Lightning is Salesforce’s newest user experience.  When we tried Lightning about nine months ago, we found many basic functions not working well: navigation, in-line editing, buttons, etc.   We switched back to classic view. Since then, Salesforce has addressed many of our initial concerns.  Tamarack has moved to Lightning for most of our new implementations.   The new user experience is better overall so we do recommend it.  However, a couple of things that are still a little annoying:

  1. 1. Performance – The loading of the list views is slower than classic view.
  2. 2. Setup features – Our developers are switching back to classic view when they need to do a lot of field updates or creations.  The same goes for the page layouts.
  3. 3. Apps – Some Apps don’t work that well.  E.g., even this App (ConstantContact) had issues uploading contacts using the Lightning UI.

The nice thing is end users can seamlessly switch between Classic & Lightning views very easily as a work around.  To learn more, check it out on the Trailhead.

Bank Statement Import: Plaid for Salesforce

Posted May 31st, 2017 by in Salesforce Apps

plaid-for salesforce

Plaid allows a borrower to enter their bank credentials and have those bank statement details automatically feed into any system. Tamarack has built a standard App for importing a borrowers bank statement details directly into Salesforce. According to Plaid, about 95% of the banks are included in their platform.