A notable change Pardot announced recently is how you will log into Pardot Classic via the pi.pardot.com URL. Beginning with the Spring ’21 release [approx Feb 2021], Pardot’s current user authentication system will be discontinued and all users will be required to use the Salesforce single sign-on link (SSO). All Pardot users not enabled with…
Regulated firms using Salesforce Financial Services Cloud (FSC) must take special care with respect to email compliance as a portion of the “books and records” section of the Securities Exchange Act (SEA). Because FSC can send, receive, and store email communication to clients’ financial accounts, it is essential to deliberately plan your compliance strategy for…
As a Salesforce partner ShellBlack has seen many products based on the platform over the years and one of the most successful to date has been Financial Services Cloud (FSC). Financial companies of all types are seeing the value of Salesforce, particularly with a solution tailored to their needs. Part of the value FSC offers…
2020 will forever be remembered as the year our world was turned upside down by a virus. As I write this blog, some states are considering loosening up the stay at home restrictions and allowing certain “non-essential” businesses to open back up, with a phased approach. It will be months before we all return to…
One of the most insightful annual industry surveys published on the technology used by Wealth Management is theT3/Inside Information Advisor Software Survey by Joel Bruckenstein and Bob Veres. All tables and graphics in this post are from this survey. Published in February of 2020, the survey is 47 pages of technology vendor market share goodness….
On Monday November 18, 2019, Salesforce invited media guests to the Salesforce Tower to reveal news and product announcements on the eve of Dreamforce. On the forefront of my mind was if the acquisition of Tableau was in fact completed. In case you missed it, Salesforce announced their acquisition of Tableau on August 1, 2019…
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” In an earlier blog post we highlighted the market opportunity in wealth management for Salesforce. As we’ve discussed, Salesforce Financial Services Cloud (FSC) is a premium wealthtech platform – with an enterprise security model, robust APIs, and a massive ecosystem of third-party…
For those buying from Salesforce you might be approached to consider a RUL – Restricted Use License (also referred to as a Restricted SKU). Why should you look at a RUL? Well, it’s a way to get a Salesforce license at a reduced cost. Sounds great – sign me up! Slow down, there is a…
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” I’m not sure I’d want to be RedTail right now. Salesforce has them in their sights. According to the T3 2019 Technology Survey, RedTail currently holds over 50% market share for CRMs in the advisor space. Number two on that list, at 8%,…
How much does migrating to the Salesforce Lightning Experience cost? What’s the ROI? What’s the big driver of expense and project time – number of users or org complexity? This presentation covers migration tools, tips, best practices, as well as the hurdles you’ll experience when transitioning to LEX from Classic. NOTE: Salesforce will turn on…