Salesforce Financial Services Cloud Training
2-Day Course
Learn the basics and become Power Users and Administrators of the Financial Services Cloud (FSC).
Course Topics:
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Course Topics:
- FSC Background
- FSC Templates
- FSC vs. Sales/Service Cloud
- FSC’s Relationship Data Model
- FSC’s Roll-up Functionality
- Financial Accounts
- Action Plans
- Advisor Analytics
- Common Wealth Management Processes
- Migrating from Sales Cloud to FSC
- FSC for Insurance.