Salesforce Financial Service Cloud Training

Live Online & Classroom Enterprise Training

A practical, hands-on course covering the core features, capabilities, and real-world business applications of Salesforce Financial Services Cloud (FSC) for banking, insurance, wealth management, and financial advisory services.

Looking for a private batch ?

REQUEST A CALLBACK

Enterprise Reporting
Lifetime Access
CloudLabs
24x7 Support
Real-time code analysis and feedback

What is Salesforce Financial Service Cloud Training about?

Salesforce Financial Services Cloud is designed to unify customer financial data, streamline advisory workflows, and improve client engagement across financial institutions. This course introduces learners to FSC capabilities such as client onboarding, financial accounts, householding, relationship insights, referral management, compliance features, and industry-specific data models. Participants gain the skills to configure, customize, and optimize FSC for banking, insurance, and wealth management operations.

What are the objectives of Salesforce Financial Service Cloud Training ?

Understand the FSC data model for clients, households, and financial accounts.
Configure FSC features such as Action Plans, Relationship Maps, and Referrals.
Manage financial accounts, policies, assets, and liabilities efficiently.
Implement FSC for banking, insurance, and wealth management use cases.
Apply best practices for automation, compliance, and customer engagement.

Who is Salesforce Financial Service Cloud Training for?

Salesforce Consultants and Administrators
Business Analysts in financial institutions
Banking, Insurance & Wealth Management Professionals
Salesforce Developers working with industry clouds
New FSC users seeking role-based skills

What are the prerequisites for Salesforce Financial Service Cloud Training?

Prerequisites:

Basic understanding of Salesforce (Objects, Fields, Automation)
Familiarity with CRM concepts
Knowledge of financial services processes
Completion of Salesforce Admin fundamentals
Basic data modeling and reporting skills

Learning Path:

Start with Salesforce Admin or Platform Basics
Learn Financial Services Cloud Fundamentals
Explore FSC Data Model & Industry Modules
Hands-on FSC Configuration and Automation
Advance to specialization: Banking, Insurance, or Wealth domains

Related Courses:

Salesforce Administrator (ADM-201)
Salesforce Sales Cloud Consultant
Salesforce OmniStudio Consultant
Salesforce Platform App Builder

Available Training Modes

Live Online Training

3 Days

Course Outline Expand All

Expand All

Module 01: Introduction to Financial Services Cloud (FSC)

What is Salesforce Financial Services Cloud?

Key benefits and features of FSC.

Overview of the FSC ecosystem.

Module 02: Getting Started with FSC

Setting up the FSC package.

Navigating the FSC user interface.

Familiarization with standard objects and customizations.

Module 03: Client Management

Understanding the FSC data model (e.g., Financial Account, Household, Goals).

Client and Household profiling.

Managing Financial Accounts.

Tracking Client Life Events.

Module 04: Relationship Management and Grouping

Relationship Groups and their significance.

Household and Relationship views.

Customizing relationship mapping.

Module 05: Client Goals and Financial Planning

Setting and managing client goals.

Integrating financial plans.

Assessing client goal achievement.

Module 06: Productivity Tools in FSC

Using Action Plans and Checklists.

Employing FSC calendars and events.

Rollups, metrics, and other analytical tools.

Module 07: Banking and Insurance in FSC

Overview of FSC for banking and insurance sectors.

Managing loans, deposits, and policies.

Creating and tracking claims.

Module 08: Integration and Extensibility

Overview of available integrations.

Building custom integrations with other platforms.

Leveraging Salesforce AppExchange for FSC extensions.

Module 09: Compliance and Security in FSC

Ensuring data privacy and security.

Compliance tools and best practices.

Field-level security and role hierarchies in FSC.

Module 10: Analytics and Reporting in FSC

Overview of Salesforce Einstein Analytics for FSC.

Creating dashboards and custom reports.

Leveraging analytics for improved decision-making.

Module 11: Advanced Customization and Development

Customizing FSC with Lightning App Builder.

Introduction to Apex and Visualforce for FSC.

Best practices in customization and development.

Who is the instructor for this training?

The trainer for this Salesforce Financial Service Cloud Training has extensive experience in this domain, including years of experience training & mentoring professionals.

Reviews

My outlook on training changed completely after attending SpringPeople BPC training. The content, the trainer and infrastructure at SpringPeople were top notch and perfectly in tune with the industry requirements. Regardless to say, training is now something that I look forward to to. Kudos to everyone at SpringPeople!

Shweta Priya

Sony

I attended the 3-day AngularJs training at SpringPeople. The trainer was an industry veteran with vast experience in the subject. Notably, the hands-on training, and the Q&A session stood out. Overall, I found SpringPeople a great place to learn with excellent facilities and great trainers. Would recommend SpringPeople to my colleagues and friends.

Swati Singh

I attended the training on API Design for Mulesoft. The sessions were well planned and value-laden. I benefited immensely from the hands-on experience enabled through virtual labs. I would like to specifically commend the efficiency of the support team who were always available to resolve my concerns.

Nikhil Kohli

Stryker

I attended the jQuery training batch, conducted by Mr. Vijay, an SME who did a thorough coverage of all the essentials. He took us through concepts such as jQuery animations, event handlers, plugins, and jQuery-UI by small programs, very easily. The sessions were useful and well structured. By the end of the training, I was well equipped to develop a SPA on Product Management System. Overall, the learning experience at SpringPeople was great!

Heena Rajan

Mindtree