Shrumtech | Salesforce
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Shrumtech | Salesforce

Provide the best customer and client view and easy to access the all the details using Salesforce

Overview

The community portal when your end users using the portal everyday and make transactions then rich portal using LWC  echnologies can be built to serve your happiest customers to leverage the experience and accessibilities to the portal.

Challenge

Customer has multiple relationship, sub account, Financial Account and transaction details which was tough to get all the details in single view.

Solution

1. Using FSC, we designed the Account household and ARC setup

2. Ex. One household has multiple sub accounts, related parties, financial accounts,
and other child details, which was difficult to find the all details in one step.
Business user needs to switch between multiple screens to get all the details over
the phone call.

Result

FSC Household and ARC setup provide a unified view of clients, accounts, authorities, policies, and action plans—all on one screen.

Man-power will be saved

Data accuracy increase