Salesforce and Orion Household integration
Household personal account automation to eliminate duplicate entry and increase data quali
We made some updates to the Quick Household component that we rolled out last month based on feedback we received from users. Specifically:
Object and field renaming based on client management feedback
In an effort to reduce confusion, we’ve renamed the “Referred By (Open Text) field to “Account Source Detail”. This change impacted the field label only and did not modify any of the data stored within this field.
Orion aggregated client reporting and system training rollout plan and training materials
Developed approach and technology underpinnings to provide Orion reporting to RIA partners
