Salesforce Financial Services Cloud (FSC) Online Training provides a comprehensive learning experience designed to help professionals master the configuration and customization of Salesforce FSC features. This program is ideal for Salesforce Consultants, Administrators, and IT professionals working in the financial services sector. The course focuses on key financial cloud functionalities including client and household management, relationship mapping, financial accounts, and compliance features. Participants also learn how to enable and disable FSC components based on specific business requirements, ensuring organizations can optimize workflows and deliver enhanced customer experiences within banking, insurance, and wealth management environments.
The Financial Services Sector encompasses a wide range of industries including banking, wealth management, investments, credit cards, insurance, and more. Each sub-sector has unique processes and requirements. To address these, Salesforce has segmented the Financial Services Sector into specialized sub-domains such as Retail Banking, Commercial Banking, Insurance, Mortgage, and Wealth Management.
Accelerate your learning and implementation with a solution that is already customized! The Salesforce Financial Services Cloud (FSC) Online Training provides comprehensive insights into the features and functionalities of Financial Services Cloud. At TechnoMind, participants will gain a deep understanding of the components that support these features and learn how to effectively apply them to real-world business scenarios.
This course is ideal for Salesforce Consultants, Administrators, Developers, Architects, and End-Users. It covers everything needed to configure, customize, and manage FSC features, enabling participants to tailor the platform according to organizational requirements.
Upon successful completion of this training, participants will be able to:
Gain a thorough understanding of Salesforce FSC features and functionalities.
Configure and customize Financial Services Cloud components.
Enable or disable features based on business needs.
Apply FSC knowledge to streamline processes across banking, insurance, and wealth management.
Utilize FSC components to enhance customer relationship management and operational efficiency.
This training equips professionals with the skills needed to leverage Salesforce FSC effectively, helping organizations achieve faster business outcomes while preparing participants for advanced Salesforce roles in the financial services industry.
Salesforce Financial Services Cloud (FSC) is a platform specifically designed to cater to the needs of financial services professionals, institutions, and customers. It aids businesses in providing personalized experiences across various financial touchpoints, offering tools that cater to wealth management, banking, insurance, and more.
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.
Best practices for ongoing FSC management.
Case studies showcasing successful FSC implementations.
The future of financial services on the Salesforce platform.
FSC is a Salesforce CRM solution tailored for the financial services sector, helping manage clients, households, financial accounts, and compliance efficiently.
Salesforce Consultants, Administrators, Developers, Architects, and End-Users in banking, insurance, wealth management, and related sectors.
Basic knowledge of Salesforce CRM is recommended but not mandatory for beginners.
The course duration typically ranges from 20–30 hours, depending on the training format and schedule.
Yes, participants receive a globally recognized Salesforce FSC training certificate upon successful completion.
Yes, the training includes practical exercises, real-world scenarios, and interactive sessions for hands-on learning.
Yes, the course is available in flexible online modes, including instructor-led and self-paced learning.
Yes, learners get access to e-learning materials, support forums, and guidance even after course completion.
FSC is specialized for financial services, offering features like household management, financial accounts, compliance tracking, and relationship mapping not found in standard Salesforce CRM.
Yes, the course includes insights into integrating FSC with other financial applications, platforms, and third-party tools for seamless operations.
| Course Name | Faculty | Date | Duration | Time | Mode of Training | Batch Type | Enroll Now |
|---|---|---|---|---|---|---|---|
| Salesforce Financial Services Cloud (FSC) | Pratap | 20 December 2025 | 40 days | 11:00 AM to 12:00 PM | Online | Regular |