Salesforce Financial Services Cloud (FSC)

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Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Instructor-led Training Live Online Classes

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Salesforce Financial Services Cloud (FSC) Course Overview

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

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Free Salesforce Financial Services Cloud (FSC) Training Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce Financial Services Cloud (FSC) Corporate Training

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.


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360º Learning Solution

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Learning Assessment

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Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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