Salesforce Financial Services Cloud (FSC)

3896 Learners

Salesforce Financial Services Cloud (FSC) Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. Designed for Salesforce Consultants, Salesforce Admins, Salesforce Developers, Salesforce Architects, and End-Users, this course discusses the techniques of configuring, customizing, and enabling/disabling these features based on your business requirements.

Financial Services Sector is comprised of a long-range of businesses that includes banking, wealth management, investments, credit card, insurance, and others. Each of these has its own set of requirements and processes. Therefore, Salesforce has further divided the Financial Services Sector into different sub-domains, including Retail Banking, Commercial Banking, Insurance, Mortgage, and Wealth Management.

Multisoft Systems invites you to use a solution that is already customized and accelerates your time to value! Go for this Salesforce Financial Services Cloud (FSC) Training if you want to get the limelight into the features and functionalities of Financial Services Cloud! Here highly skilled trainers will help you in understanding the components that support these features and functionalities.

Salesforce Financial Services Cloud (FSC) Course Objectives:
  • Salesforce Financial Services Cloud (FSC) Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. You will get an in-depth knowledge of the features and functionalities of Financial Services Cloud! It will also help you in understanding the components that supports these features and functionalities.
Salesforce Financial Services Cloud (FSC) Online Training
  • 18 Hrs. Instructor-led Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support
Target Audience
  • Salesforce Administrators
  • Salesforce Consultants
  • Salesforce Developers
  • Salesforce Architects
  • End-Users (Wealth Managers
  • Personal Bankers
  • Loan Officers, Insurance Agents) who need to work on Salesforce Financial Services Cloud
Salesforce Financial Services Cloud (FSC) Course Prerequisites
  • Salesforce lightning experience is a must-have for the applicants of Salesforce FSC Training. Besides, they should carry work experience as Salesforce Certified Administrator or App Builder (for Salesforce Administrators, Salesforce Architects, Salesforce Consultants, or Salesforce Developers).
Salesforce Financial Services Cloud (FSC) Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completing the Salesforce Financial Services Cloud (FSC) Training.

Salesforce Financial Services Cloud (FSC) Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. Designed for Salesforce Consultants, Salesforce Admins, Salesforce Developers, Salesforce Architects, and End-Users, this course discusses the techniques of configuring, customizing, and enabling/disabling these features based on your business requirements.

Financial Services Sector is comprised of a long-range of businesses that includes banking, wealth management, investments, credit card, insurance, and others. Each of these has its own set of requirements and processes. Therefore, Salesforce has further divided the Financial Services Sector into different sub-domains, including Retail Banking, Commercial Banking, Insurance, Mortgage, and Wealth Management.

Multisoft Systems invites you to use a solution that is already customized and accelerates your time to value! Go for this Salesforce Financial Services Cloud (FSC) Training if you want to get the limelight into the features and functionalities of Financial Services Cloud! Here highly skilled trainers will help you in understanding the components that support these features and functionalities.

Salesforce Financial Services Cloud (FSC) Course Objectives:
  • Salesforce Financial Services Cloud (FSC) Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. You will get an in-depth knowledge of the features and functionalities of Financial Services Cloud! It will also help you in understanding the components that supports these features and functionalities.
Salesforce Financial Services Cloud (FSC) Online Training
  • 18 Hrs. Instructor-led Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support
Target Audience
  • Salesforce Administrators
  • Salesforce Consultants
  • Salesforce Developers
  • Salesforce Architects
  • End-Users (Wealth Managers
  • Personal Bankers
  • Loan Officers, Insurance Agents) who need to work on Salesforce Financial Services Cloud
Salesforce Financial Services Cloud (FSC) Course Prerequisites
  • Salesforce lightning experience is a must-have for the applicants of Salesforce FSC Training. Besides, they should carry work experience as Salesforce Certified Administrator or App Builder (for Salesforce Administrators, Salesforce Architects, Salesforce Consultants, or Salesforce Developers).
Salesforce Financial Services Cloud (FSC) Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completing the Salesforce Financial Services Cloud (FSC) Training.

Salesforce Financial Services Cloud (FSC) Course Content

Topics

  • Introduction to Salesforce Industry Verticals
  • Introduction to Salesforce Financial Services Cloud (FSC)
  • Getting Started with FSC
  • Accounts & Contacts in FSC
  • Relationships in FSC
  • Life Events & Business Milestones
  • Roll-Ups
  • Action Plans
  • Document Tracking & Approvals
  • Leads, Referrals & Opportunities
  • Compliant Data sharing
  • FSC On Mobile
  • Latest Release Features (Currently Spring ’21)
  • Commercial Banking Related Features
  • Insurance Related Features
  • Mortgage Related Features
  • Retail Banking Related Features
  • Wealth Management Related Features
  • Reports & Dashboards

Learning Partner

Drop Us a Query

+91 9810306956

Available 24x7 for your queries

Salesforce Financial Services Cloud (FSC) Course Certificate

Our Training Certificates Get The Job Done

Multisoft Systems is the “one-top learning platform” for everyone.

Get trained with certified industry experts and receive a globally-recognized training certificate.

Multisoft Training Certificate Features :
  • Globally recognized certificate with complete name of the candidate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
certificate-sample

Salesforce Financial Services Cloud (FSC) Corporate Training & Certification Program

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

Learn from the experts

Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements of your workforce. You can even choose a trainer from our team of certified industry experts.

Learn from the experts

Expert Mentors

Get trained from our team of highly skilled and certified trainers, who are officially accredited professionals with relevant industry experience and adept in providing the knowledge and skills required to be successful.

Learn from the experts

360º Learning Solution

Engage your employees with our all-inclusive learning platform. Avail benefits of 24/7 access to the learning management system, industry-certified mentors, assessments & mock tests, real-time learning and more.

Learn from the experts

Learning Assessment

Check test score and performance with our skills analysis tools. Our detail scoreboard displays scores, areas of strength, detailed answer of questions and more for each employee.

Download Corporate Brochure

What Attendees are Saying

+

+91 9810306956

Available 24x7

Multisoft
Online

Multisoft
Hi there 👋

How can I help you?
1:40
×
Chat with Us