Journey builder templates

Salesforce journey builder templates

Templates for Salesforce

Modern Financial

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Loan application follow up

Thanks for applying for {{ activity.salesforce_custom.loan-application-created.loan-type }} your application is being processed

Is car loan?

Loan follow up

Car loan application

Car loan notification to team in #sales

Is home loan?

Home loan application

Salesforce dynamic object value example

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.

The example demonstrates from a "loan application" object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.The example demonstrates from a &#34;loan application&#34; object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

Salesforce dynamic object value example

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