Salesforce Financial Services Cloud Training

⏰15 hours | ▶️ 24 Videos | 📣 8382 Participants | 🎓 4951 Reviews | 4.9 ⭐⭐⭐⭐⭐

Choose a Plan that Works for You

Self Paced

Unlimited Access

✉️

Advanced sessions
Interview Q&A
Free study Materials
Premium Technical support

Instructor Led Live Training

Unlimited Access

✉️

Live Instructor
Advanced sessions
Interview Q&A
Premium Technical Support

Corporate Training

Unlimited Access

✉️

Live Instructor
Advanced sessions
Interview Q&A
Premium Technical Support

Upcoming Batches PST

Weekday

Nov 13(1 HR A DAY)

06:30 PM PST

Enroll Now →

Weekday

Nov 27(1 HR A DAY)

07:30 AM PST

Enroll Now →

Weekend

Nov 16(1 HR A DAY)

08:30 PM PST

Enroll Now →

Upcoming Batches IST

Weekday

Nov 14(1 HR A DAY)

07:00 AM IST

Enroll Now →

Weekday

Nov 27(1 HR A DAY)

06:30 PM PST

Enroll Now →

Weekend

Nov 17(1 HR A DAY)

09:00 AM IST

Enroll Now →

Course Description

As part of our goal to equip students with a firm grasp of Salesforce Financial Services Cloud (FSC) and its applications in banking and finance sectors, we offer an intensive Salesforce Financial Services Cloud Training Course. This comprehensive Salesforce FSC Training course equips participants with essential knowledge about FSC features as well as practical strategies that will allow your company to grow faster while strengthening customer relations.

Through our Salesforce FSC course, we will address key concepts like FSC configuration, client relationship management, lead and opportunity management, wealth management, banking & lending products & insurance integration as well as security & compliance best practices that enable FSC users to use it efficiently.

At the conclusion of this Salesforce FSC training course, participants will gain a comprehensive knowledge of FSC principles to increase client interactions within their financial services organizations and drive efficiency and quality improvements.

This Salesforce Financial Services Cloud (FSC) training primarily targets financial advisers, bankers and insurance agents and equips them to use Salesforce’s purpose-built solution in providing personalized client services.

The Financial Services Cloud is an unparalleled way of increasing customer engagement, relationship management and operational efficiencies. Centralizing client data leads to improved experiences for clients as well as effective collaboration and valuable insight for future decision making.

This Salesforce Financial Services Cloud (FSC) Online Training provides interactive sessions featuring live demonstrations and discussions to build foundational knowledge; in addition, participants engage in hands-on exercises that allow them to apply concepts learned during this training in real world scenarios.

Through case studies, this course will also cover practical applications of wealth management, retail banking and insurance products. Participants will also gain targeted preparation for Salesforce FSC certification exams; making this course an invaluable chance for those hoping to advance their careers.

Attendees of this course will gain a comprehensive knowledge of the primary functions and capabilities of Salesforce Financial Services Cloud as well as how these tools can be tailored specifically for financial services companies.

By the time they leave this session, participants will have gained all of the tools to customize FSC for their organizations and enhance client management through analytics, create action plans and relationship maps as well as integrate FSC with other Salesforce products or third-party systems seamlessly.

Participants who successfully complete this course will receive a Certificate of Completion as proof.

Additionally, this online training will prepare individuals for the Salesforce Accredited Professional Certification in Financial Services Cloud exam to demonstrate their experience using and implementing FSC.

Are You Looking to Advance Your Financial Services Career with Salesforce Financial Services Cloud? Take the next step toward becoming a leading expert with Salesforce Financial Services Cloud by enrolling now!

Features

✅Lifetime access	✅Lifetime video access
✅Real-time case studies	✅The project integrated into the Curriculum
✅24*7 Support from our team of administrators

Introductions

Introduction to Salesforce Industry Verticals
Introduction to Salesforce Financial Services Cloud (FSC)

Getting Started with FSC

Setting up the trial org
Setting up the domain
Review Org and Set-Up Users
Review FSC Package
Set up users and user permissions

Person Accounts

Test Person Account Settings
Creating a person account

Relationship Management

Work with Household and the Group Builder
Roll-Up Summaries
How are Roll-Up
Summaries defined for Person Account/Client and Groups?
Test Roll-Ups
Defining What Gets Rolled Up to the Primary Group Enable or Disable Multiple Relationship Groups

Control Who Sees What on Relationship Map and Group Builder
Create a brand new Household Group
Create a Contact-Contact Relationship with a Reciprocal Role

Life Events and Business Milestones

Display Life Events on a Person Account record page Add or Remove Person Life Event Types
Hide Sensitive Life Event Types
Choose the Life Event Details to Show on Hover Personalize Life Events with Custom Icons
Associate a Life Events with an Opportunity

Financial Goals

Add the Goals Tab to the person Account page layout Create a Financial Goal for buying a Vacation Home

Action Plans

Action Plan Templates:
Create a Live Event and a Retirement Account
Add an Action Plan Templates Tab
Add Action Plans to Account Object Lightning Page Layout
Create Action Plan Template
Create Action Plans from Life Events
Action Plans & Document Checklist Items

Intelligent Need-Based Referrals

Update Trial Org to work with Referrals
Customize Referral Assignment
Email Template for Mortgage Referral Assignments
Set up a Queue for Mortgage Referral Assignments
Set up a Lead Assignment Rule for Mortgage Referrals
Create a Referral, Convert a Referral, Identify Top Referrers
Track Referral Activity
Customize Referral Path

Actionable Relationship Center (ARC)

Assign ARC Licenses & Permissions to Users
Add Actionable Relationship Center to Page Layouts Configure Fields on ARC Record Cards
Configure ARC Related Lists
Create and Edit Account Relationships with ARC
Add a new Opportunity directly from the Record Card Compliant Data Sharing
Considerations and Limitations for ARC

Capstone Project

Requirement Elicitation
User story creation
Technical design document creation
Build & Unit testing
Project demo

FAQ’s

❓ What does FSC mean in Salesforce?

✅ Salesforce’s Financial Services Cloud (FSC) is customised to banking, wealth management, and insurance needs. It helps improve customer experiences, streamline procedures, and manage client relationships.

❓ Who is this training designed for?

✅ This course is great for wealth managers, relationship managers, developers, Salesforce administrators, and banking, insurance, and financial services professionals who want to learn FSC.

❓ Are there any prerequisites for this course?

✅ Everyone taking part should be familiar with financial services procedures and have a fundamental grasp of Salesforce. Experience with Salesforce Service Cloud or Salesforce Sales is helpful, but not required.

❓ What will I learn from this training?

✅ In this training, you will learn how to set up and customise FSC, manage client data effectively, use Action Plans and Relationship Maps, link FSC to other systems, and prepare for Salesforce FSC certification.