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Salesforce Financial Services Cloud Certificate
Want to sharpen your abilities to work as a Salesforce specialist in the banking and financial services industry? If so, you should take this course! Salesforce’s Financial Services Cloud is a feature-rich CRM platform designed exclusively for the financial services sector.
Overview
Explore the revolutionary potential of the Salesforce Financial Services Cloud (FSC) with this certification program, created especially for individuals working in the lending, wealth management, insurance, and banking sectors.
You will investigate how to apply Salesforce FSC’s fundamental features—like client portfolio management, goal-tracking, and effective client engagement—during the course. Integrating Salesforce FSC with external financial systems, maintaining security and compliance, and modeling data for financial services are important subjects. Through realistic, hands-on exercises and scenario-based learning, you will get ready to implement these abilities right away in your company.
Your secret to getting ready for and passing the Salesforce Financial Services Cloud certification exam the first time around is this thorough instruction.
Who should attend this Salesforce Financial Services Cloud Course?
Financial advisors, wealth managers, bankers, insurance agents, Salesforce admins and developers in the financial sector, and any individual or team interested in leveraging Salesforce for financial services.
What will You learn in this Salesforce Financial Services Cloud Course?
- Financial Services Cloud Administration and best practices
- Household, Relationship & Roll-up summary Field
- Life Events & Business milestones
- Referral Management
- Action plans & Document checklist items
- Flows
- Financial Goals
- Actionable Relationship Center
Our Package
Course Curriculm
Introduction
- What is Salesforce Financial Services Cloud?
- Key benefits and features of FSC.
- Overview of the FSC ecosystem.
Getting Started with FSC
- Setting up the FSC package.
- Navigating the FSC user interface.
- Familiarization with standard objects and customizations.
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 and Grouping
- Relationship Groups and their significance.
- Household and Relationship views.
- Customizing relationship mapping.
Client Goals and Financial Planning
- 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.
Banking and Insurance in FSC
- Overview of FSC for banking and insurance sectors.
- Managing loans, deposits, and policies.
- Creating and tracking claims.
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.
Conclusion and Future Trends
- Best practices for ongoing FSC management.
- Case studies showcasing successful FSC implementations.
- The future of financial services on the Salesforce platform
Upcoming Batch
April 20th (Weekends)
FRI & SAT (4 Weeks)
08:30 PM to 01:00 AM (CDT)
April 18th (Weekdays)
MON – FRI (18 Days)
10:00 AM to 12:00 PM (CDT)
Salesforce Financial Services Cloud FAQs
Q. What is Salesforce Financial Services Cloud (FSC)?
Ans.
Salesforce FSC is a customer relationship management (CRM) solution tailored specifically for financial services institutions. It offers tools and features designed for wealth management, insurance, banking, and other financial sectors to provide a 360-degree view of clients, streamline operations, and foster deeper client relationships.
Q. Who is the target audience for the FSC training course?
Ans.
Financial advisors, wealth managers, bankers, insurance agents, Salesforce admins and developers in the financial sector, and any individual or team interested in leveraging Salesforce for financial services.
Q. What are the prerequisites for the course?
Ans.
Familiarity with basic Salesforce functionalities is beneficial. Some roles might benefit from having a background in finance or financial services.
Q. How Much Time Will It Take to Get Salesforce Financial Services Cloud Certification?
Ans.
The time to achieve Salesforce FSC certification can vary based on prior experience and the depth of preparation. On average, dedicating 2-3 months to study and hands-on practice is recommended to thoroughly prepare for the exam.
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