3 posts tagged with "Salesforce"

Salesforce now supports the External Data Combined Task. This feature enables the Salesforce user to enrich entity and client records with verified information from the external data provider, Orbis.

Salesforce now supports the Document collection aspect of Fenergo’s Related Party Data and Documents Task. This feature allows all documents to be captured directly within Salesforce for in scope related parties. These document V2 capabilities allow Salesforce users to upload, waive or defer documents

Fenergo’s Service Level Agreements (SLAs) are now supported in Salesforce, allowing users to view and track journey deadlines directly within Salesforce. This ensures consistent visibility of SLA commitments across Fenergo and Salesforce, improving efficiency and oversight.