Streamline Credit Card Applications with Ease: A turn-key solution

In today's digital era, financial institutions, who use Salesforce as a CRM, are constantly seeking innovative ways to provide convenient services to their customers. One critical aspect of their operations is the ability to accept credit card applications online seamlessly. However, implementing a robust and efficient system to handle this process can be complex and time-consuming. It can become further difficult process if you currently using Salesforce's Sales or Service clouds and have not considered your system scalability to move to Salesforce's Financial Cloud in the future and are destined to spend a lot in future during data migration.

Our customers in the past (who use Salesforce platform) faced this issue as the TTV (Time to value) for this application process is long and hence our developers have come up with a working solution which can enable the financial institutions to start taking applications after 15 mins of installation of our automation. This automation can be exposed to guest users or it can be displayed on end user portal and hence it offers immense flexibility. But the best feature is our use of Financial Cloud data structure which we are providing here within this automation, which will enable your move to Financial Cloud in future be a breeze.

Salesforce does not offer such an automated process out of the box, hence we are offering this to help customers reduce their TTV. That is our company's motto. Again, the beauty of our solution is that it is an unmanaged package and this way we give you all the access to customize solutions.

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Pre-Requisites:

1. You need to have Sandbox or Production orgs.

2. You need to be system administrator to download the component and install it in the org.

3. You will need a password to download and install the package. Please contact us for downloading and installing the package. Please mention the packages you are interested to download in description of the webform.

URL:

To install it in sandbox, please use following URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000diEY

To install in production, please use following URL:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDp000000diEY

Detailed installation steps can be sent to you, which should take you about 15 mins to complete the setup.