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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.

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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

  • What is Salesforce Financial Services Cloud?
  • Key benefits and features of FSC.
  • Overview of the FSC ecosystem.
  • Setting up the FSC package.
  • Navigating the FSC user interface.
  • Familiarization with standard objects and customizations.
  • Understanding the FSC data model (e.g., Financial Account, Household, Goals).
  • Client and Household profiling.
  • Managing Financial Accounts.
  • Tracking Client Life Events.
  • Relationship Groups and their significance.
  • Household and Relationship views.
  • Customizing relationship mapping.
  • Setting and managing client goals.
  • Integrating financial plans.
  • Assessing client goal achievement.
  • Using Action Plans and Checklists.
  • Employing FSC calendars and events.
  • Rollups, metrics, and other analytical tools.
  • Overview of FSC for banking and insurance sectors.
  • Managing loans, deposits, and policies.
  • Creating and tracking claims.
  • Overview of available integrations.
  • Building custom integrations with other platforms.
  • Leveraging Salesforce AppExchange for FSC extensions.
  • Ensuring data privacy and security.
  • Compliance tools and best practices.
  • Field-level security and role hierarchies in FSC.
  • Overview of Salesforce Einstein Analytics for FSC.
  • Creating dashboards and custom reports.
  • Leveraging analytics for improved decision-making.
  • 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.

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