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Trail

Inspire Customer Loyalty with Financial Services Cloud

Discover how Financial Services Cloud helps you deliver personalized wealth management.

+1,900 points
Intermediate
Admin
~3 hrs 50 mins
+1,900 points
Intermediate
Admin
~3 hrs 50 mins
+300 points
Module

Financial Services Cloud Basics

Learn how to use Financial Services Cloud and customize it for your business.

~15 mins
+400 points
Module

Financial Services Cloud Data Modeling

Structure your financial services data with objects, fields, and relationships.

~25 mins
+400 points
Module

Intelligent Referrals and Scoring with Financial Services Cloud

Prioritize relationships across lines of business with referral management.

~1 hr 15 mins
+200 points
Module

Financial Services Cloud Release Readiness

Learn about the Salesforce release cycle and how to prepare your org for a new release.

~30 mins
+200 points
Module

Experience Cloud Sites in Financial Services Cloud

Learn about Experience Cloud sites, enable them in your org, and create your first site.

~30 mins
+400 points
Module

Action Plans in Financial Services Cloud for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

~55 mins
~3 hrs 50 mins