Salesforce Financial Services Cloud (FSC) Online 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 Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the center of everything they do.

Course Objectives:

The Salesforce Financial Services Cloud (FSC) training course is designed to equip participants with the specialized skills and knowledge needed to harness the full capabilities of Salesforce’s dedicated platform for financial services. By the end of this course, participants will:

• Understand the Core Architecture: Grasp the foundational elements of FSC, including data models, objects, and relationships tailored for the financial services industry.
• Personalized Client Engagement: Learn how to deliver personalized experiences by obtaining a 360-degree view of every client.
• Drive Productivity: Master the tools to automate routine tasks, streamline business processes, and enhance team collaboration.
• Integration & Security: Learn how to securely integrate FSC with other systems and understand the platform's security features to ensure data protection.
• Analytics & Reporting: Generate actionable insights with in-depth analytics and reporting tools to foster informed decision-making.
• Best Practices & Use Cases: Study real-world examples and best practices to optimize FSC deployment for varying financial service scenarios.

Course content

Introductions

• Introduction to Salesforce Industry Verticals
• Introduction to Salesforce Financial Services Cloud (FSC)
• Key benefits and features of FSC.
• Overview of the FSC ecosystem.

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
• Navigating the FSC user interface.
• Familiarization with standard objects and customizations.

Person Accounts

• Test Person Account Settings
• Creating a person account

Client Management 

• Understanding the FSC data model (e.g., Financial Account, Household, Goals).
• Client and Household profiling.
• Managing Financial Accounts.
• Tracking Client Life Events.

 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 & Client Goals

• Add the Goals Tab to the person Account page layout
• Create a Financial Goal for buying a Vacation Home
• Setting and managing client goals.
• Integrating financial plans.
• Assessing client goal achievement.

Productivity Tools in FSC 

• Using Action Plans and Checklists.
• Employing FSC calendars and events.
• Rollups, metrics, and other analytical tools

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

Integration and Extensibility 

• Overview of available integrations.
• Building custom integrations with other platforms.
• Leveraging Salesforce AppExchange for FSC extensions.

Compliance and Security in FSC 

• Ensuring data privacy and security.
• Compliance tools and best practices.
• Field-level security and role hierarchies in FSC.

Analytics and Reporting in FSC 

• Overview of Salesforce Einstein Analytics for FSC.
• Creating dashboards and custom reports.
• Leveraging analytics for improved decision-making.

Advanced Customization and Development 

• Customizing FSC with Lightning App Builder.
• Introduction to Apex and Visualforce for FSC.
• Best practices in customization and development.

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