Find Your Way Around Financial Services Cloud

Learning Objectives

After completing this unit, you’ll be able to:

  • Install a free 30-day trial version of Financial Services Cloud.
  • Set up Financial Services Cloud to turbocharge your users’ productivity.

Hop on That 30-Day Trial

Now that you’ve learned all the cool things Financial Services Cloud can do, how about taking it for a spin with our free trial? You get preconfigured and preloaded sample data so you can start playing around in your new org right away. Once you’re done testing it out, you can transition your trial org to a production org with the help of your account executive or solution engineer. No additional installation required.

Ready to get your hands dirty and set up your own world in Financial Services Cloud? Let’s get you registered now.

Only one caveat—when you register, use an email address that is unknown to Salesforce. We suggest that you create a brand-new email account for the registration process.

  1. Sign up for the 30-day trial using this form.
    Screenshot of the registration form, including the fields: first name, last name, job title, email, phone, company, employees, country, state, industry. Then a check box stating “I agree to the Master Subscription Agreement,” and a Start free trial button.
  2. Fill out the form using your own values. The email address you provide becomes the username in this new trial org, and usernames must be globally unique across all instances of Salesforce. So, you must use an email account that is unknown to Salesforce or your installation won’t work.
  3. Before you do anything else in your trial version, verify your account by popping over to your email.

Got the email? Good. Didn’t get it? Wait a minute or three, and maybe check your spam filter.

Check again. The email is there now, isn’t it? If you still don’t see it, contact Salesforce.

What’s in the email?
  • The URL you use to log in to Financial Services Cloud:
  • Your username, which is the unique email address you registered with
  • A friendly Verify Account button

All right, now that you’ve looked at all that, click Verify Account to set up your password.

  1. Enter a new password.
  2. Pick a security question and answer, and click Change Password.

Now that you’re registered, let’s see how to set up your trial version.

Set Up Your Domain

To use Financial Services Cloud, your org must have a My Domain. Before you do anything else, let's make sure that you’ve one. 

  1. Click Setup, and select Setup.
  2. In the Quick Find box, enter my domain, and select My Domain.
  3. On the My Domain setup page, check for the following two conditions. 
    • If you see the My Domain Details section, then your org has a deployed My Domain. You’re ready to proceed.
      My Domain Details on the My Domain setup page.
    • If you see My Domain Step 1, then your org doesn't have a My Domain. See My Domain in Salesforce Help for instructions on setting one up in your org, then come back here to continue.

Get Hooked into Tableau CRM for More Insights

Your trial version of Financial Services Cloud is integrated with its own built-in AI genius named Tableau CRM. To make it work, make sure that it gets the data it needs. How? Set up a regular dataflow to transfer data from your Financial Services Cloud to Tableau CRM.

  1. Open the App Launcher by clicking App Launcher icon in the navigation bar.
  2. From the App Launcher, find and select Analytics Studio.
  3. From the Analytics Studio Setup menu ( Setup cog icon), click Data Manager.
  4. Select the Dataflows tab.
  5. In the Client Segmentation dataflow, select Schedule from the picklist.
  6. Schedule the dataflow as needed, for example, every Sunday at 4 AM in the Los Angeles time zone. How often? It depends on how often the data in your Financial Services Cloud gets updated. You can always change this setting later.
  7. Save your changes. Your dataflow is loaded every day at 4 AM, but let’s load it now so you can see what Tableau CRM discovers in the sample data.
  8. In the Client Segmentation dataflow, select Run Now from the picklist.
  9. To check to see if your data is loaded, click Refresh Refresh icon .

It can take several minutes for your data to load. When the data is loaded, the icon changes to a hexagon with a checkmark. Checkmark icon

If you don’t get the green checkmark after several minutes, refresh the page, and then select Dataflow View from the picklist again.

Create a User

Now that you have your org up and running, how about adding some users? As the one who has set up the system, you’re an admin and your user is automatically created. Unless you’re a one-person organization, you must create user records for everyone who is going to access the system. Then assign permissions to those users to give them the level of access they need.

Let’s create a fictitious user and assign that user appropriate permissions to access Financial Services Cloud. Then you can follow this procedure with your own users later.
  1. From the App Launcher ( App Launcher icon), find and select Wealth Management.
  2. Click Setup and select Setup.
  3. Enter users in the Quick Find box, then select Users.
  4. Click New User.
  5. For First Name, enter the user’s first name.
  6. For Last Name, enter the user’s last name.
  7. For email, enter the user’s email address.
  8. For username, you can enter a different email address or use the email address you just entered. Remember that usernames must be unique across all instances of Salesforce.
  9. For Role, select None Specified.
  10. For User License, select Salesforce.
  11. For Profile, select Advisor.
  12. Leave all other defaults as is and click Save.

Set Up User Permissions

What do you want the user to have access to? You can’t go wrong starting with the basics, and you can always add more permissions later. First, assign the user the correct permission set license to give the user has access to the correct permission sets.
  1. From the App Launcher ( App Launcher icon), find and select Wealth Management.
  2. Click Setup and select Setup.
  3. In the Quick Find box, enter Users, then select Users.
  4. Click the user that you created in the previous step.
  5. Hover over Permission Set License Assignments and then click Edit Assignments. Users page with Permission Set License Assignments highlighted.
  6. Enable the Financial Services Cloud Standard and the Analytics Embedded App permission set licenses.
  7. Save your changes.
Now you’re ready to assign the correct permission sets to your user.
  1. Back on the user page, hover over Permission Set Assignments and then click Edit Assignments.
  2. From Available Permission Sets, select Advisor Access and then click Add.
  3. From Available Permission Sets, select Financial Services Cloud Standard and then click Add.
  4. Save your changes.

Launch Financial Services Cloud

From the App Launcher ( App Launcher icon in the navigation bar), find and select Wealth Management (click back to Home if you don’t see it). Up pops your sparkly new trial version, complete with sample data.

Financial Services Cloud homepage populated with a graph and to do items in the assistant

Once you start working with Financial Services Cloud, the home screen changes to reflect what’s going on. Here’s an example of a home screen with more data in it.

Financial Services Cloud homepage populated with a graph and to-do items in the assistant.

Your adventure is just beginning.

Now that you have a brand-new Financial Services Cloud org to play with, let’s learn how to customize it to better suit your needs.

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