Help Center

Salesforce Financial Services Cloud (FSC) Integration

GReminders supports all versions of Salesforce. This article is about the differences and nuances of Financial Services Cloud. All Salesforce articles can be found here. If you are using FSC you should use the SPECIFIC FSC Integration found here within GReminders Org Settings. Go to Org Settings > Integrations > Salesforce FSC Salesforce Financial Services […]

Organization and User Level Connectors for CRM

When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]

Multi Advisor Ownership or “Dynamic Teams”

If you have multiple “Owners” / Advisors of a Account / Household and you want to schedule a meeting with all or some of those Advisors/Owners this article is for you. GReminders already supports 1:1 event types and “Fixed” Teams. But if you have “Dynamic Teams” which is to say, different clients have different combinations […]