Salesforce Optimization
Enhanced “LP Activity” workflow to require “Activity Date” (Field consistently missed by users created inefficiencies in workflow.)
Enhanced “Spouse Lookup” field so it is reciprocal, i.e. Husband/Wife relationships now only have to be entered once, not twice.
Resolved a bug in the Address Change flow.
Deployed “Wiring Instructions” & “ACH Instructions” buttons in Salesforce so users can retrieve instructions for the financial account/holding at the custodian with one click.
Implemented Two Factor authentication for Salesforce.
Other Salesforce Rollouts:
Client 360 View
In order to address feedback from end-users who wanted a single page that would surface the most relevant information for them, a Household 360 page was developed and deployed.