Salesforce Financial Services Cloud (FSC)

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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.

In its successful completion, you will learn:
  • 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
Prerequisites
  • Salesforce Lightning Experience
  • Salesforce Certified Administrator and/or App Builder (for Salesforce Administrators
  • Salesforce Consultants
  • Salesforce Developers
  • Salesforce Architects
Certification
  • Multisoft Systems will provide you with a training completion certificate after completing the Salesforce Financial Services Cloud (FSC) Training.

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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