đź“Ł NEW Superbadge: Financial Services Cloud Specialist đź“Ł
We’re so excited to introduce the - Financial Services Cloud (FSC) Specialist Superbadge! Earn it here: https://sfdc.co/gw6Nq.
The FSC Specialist Superbadge allows Trailblazers to demonstrate their expertise in implementing and configuring Financial Services Cloud. This is the perfect opportunity to sharpen your FSC skills and apply your knowledge to solving real-world business problems.
This new Superbadge covers the following concepts:
- Financial Services Cloud administration and user management
- Relationship Management and rollups
- Life Events and Business Milestones
- Action Plans
- Leads and Referrals
- Document Tracking & Approvals
- Reporting
Start your learning journey with the prerequisite badges:
- Financial Services Cloud Customization: Learn how to set up Financial Services Cloud for your unique business.
- Financial Services Cloud Data Modeling: Structure your financial services data with objects, fields, and relationships.
- Action Plans in Financial Services Cloud: Learn how to deliver consistent and compliant client engagement experiences.
- Client List Growth with Financial Services Cloud: Grow your business with referrals and metrics.
âť“Questions?
Before you begin, review the help article for this superbadge: https://sfdc.co/quaJ9.
Here you’ll find useful resources to complete this superbadge and assistance with frequently asked questions.
