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Groups* Financial Services Covid-19 Hub *
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* Financial Services Covid-19 Hub *

Welcome to the Salesforce Financial Services Covid-19 Community, where you can learn more about covid-19 use cases that impact Financial Services industry and solution point of view. It’s a great place to connect with experts and other Trailblazers like you. Ask questions, find answers, and discover how to get more value from the Salesforce Platform. -------------------------------------- Confidentiality Statement (http://bit.ly/11YD5E3) This group is maintained and moderated by a Salesforce employee. The content received in this group falls under the official Forward-Looking Statement (http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx).
Danielle Kerendian (Salesforce)
Jul 20, 2020, 4:37 PM

📣 NEW Superbadge: Financial Services Cloud Specialist 📣

 

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.

❓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.

Financial Services Cloud Specialist Superbadge

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Elizabeth Keenan (Digital Marketing at Pexlify, a Merkle Company) posted in The Blog Group
Jun 6, 2020, 8:29 PM

Free Ebook - Financial Services Post Pandemic

Hi everyone, I wanted to share our latest Ebook with you guys. This is a direct link to the ebook (so you don't have to fill in a download form). Hoping this can be helpful for anyone working within or around the financial services sector. 

 

Download Link: 

https://bit.ly/2MAcSeT

Post Covid-19 Financial Services Ebook

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Michael O'Connor (Senior Principal Success Manager at Salesforce) posted in * Customer Success *
May 27, 2020, 8:06 PM

[Upcoming webinar]

 

Looking Beyond: Innovative Leadership in Challenging Times

Learn how COVID-19 is driving innovation at leading financial institutions

 

Over the past several weeks, Financial Institutions have had to leverage new operating models, and equally have responded to the needs of their communities at an unprecedented volume and pace.

 

Now more than ever, there is a need for Financial Services businesses to remain customer and employee centric and thrive in the face of industry challenges. Join us in our upcoming webinar where we’ll explore:

  • Zions Bank’s journey through and beyond COVID-19 as a leader in small business lending
  • Our recommendations for Financial Services businesses as they look to re-open safely

Please join @Emilio Perez, Vice President, and @Namer Aljazrawi, Sr. Director Financial Services, on Wednesday, June 3 at 1:00 PM ET/10:00 AM PT for our upcoming webinar.

 

Registration details: https://register.gotowebinar.com/register/8640676360798631183?source=Community

 

cc @Casey Springer @Raveesh Raina @Shenal Shroff  

LookingBeyond.jpeg
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Sergio Valle (Customer Success Leader at Salesforce.com)
May 14, 2020, 11:56 PM

Business leaders face significant uncertainty in this global pandemic environment making decision-making feel risky and uncomfortable.  Based on global expert advice and the experience of our customers and partners, Salesforce has developed a COVID-19 response playbook to help you gain greater clarity and give your teams structure and guidance.  To learn more, visit the Work.com Trailblazer Community group.

Work.com Group

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Michael O'Connor (Senior Principal Success Manager at Salesforce) posted in * Customer Success *
Apr 17, 2020, 9:31 PM

🐺🐺[Picks from the Pack: Customer Success] 🐺🐺April 17, 2020

QUICK TIP: Always open your weekly digest email on Monday mornings – one of the best ways to get quick access to our newsletters.

 

🚨 COVID-19 GLOBAL RESPONSE 🚨

Salesforce experts are ready to support you and your business during this challenging time through our webinars, office hours, and other free virtual events. 

 

Inside this week: 

FEATURED WEBINARS

****************************************************

How Salesforce Leaders Drive Collaboration & Customer Success in a COVID-19 World

Thursday 4/23 @10 AM PT | 1pm ET 

Join members of the Salesforce Customer Success leadership team to learn how we are organizing our teams during this time and continuing to drive value for our customers. You’ll leave with an under-the-hood view of what’s working for Salesforce and actionable insights for the future as we prepare for a return to the office.

Register: sfdc.co/COVIDLeadershipLessons

 

Also coming up next week:

*********************************

Enabling a Thriving Remote Workforce for Employees and Managers

Tuesday 4/21 @10am PT

https://attendee.gotowebinar.com/rt/8038616778201254667?source=PicksPack

 

How to Setup an Emergency Information Bot in 30 minutes

Tuesday 4/21 @4pm BST (11am ET)

https://register.gotowebinar.com/rt/7092401260730272782?source=PicksPack

 

Technology to Support a Thriving Remote Workforce

Tuesday 4/21 @4pm PT (9am AEST)

https://register.gotowebinar.com/rt/5545292742916539150?source=PicksPack

 

Searchandising: 5 Crisis-Era B2C Commerce Strategies You Should Make Permanent 

Thursday 4/23 @10am PT https://attendee.gotowebinar.com/rt/2526954104064893452?source=PicksPack

 

Latest Resources

**************************************

- April Tech Updates 

- Quip Academy has gone Virtual!

- *NEW* Virtual Circles of Success 

- How Leading Companies are Serving Their Customers, Employees, and Communities During COVID-19

- Our Business Continuity Plan Throughout the Pandemic

 

To get the latest information on available resources, please visit our COVID-19 Support page. https://sfdc.co/Covid19Support

 

COMMUNITY HIGHLIGHTS

********************************

- Virtual Camp Success: Lightning and Governance & Adoption Recordings and Decks

- Admin Blogs: Advanced Reporting Features for New Admins | Admin Best Practices:

Reports and Dashboards 

- Ask an Expert:Financial Services and HLS

- SBA Lending Solution Community

 

@Cristina Moscoso @Elna Miller @Mia Velasco 

 

#Picks from the Pack - Customer Success

[PC] Picks from the Pack - Customer Success - April 17, 2020.pdf
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Elna Miller (Solution Architect at Purple Wave Solutions) posted in * Customer Success *
Apr 10, 2020, 10:48 PM

🐺🐺[Picks from the Pack: Customer Success] 🐺🐺April 10, 2020

QUICK TIP: Always open your weekly digest email on Monday mornings – one of the best ways to get quick access to our newsletters.

 

🚨 COVID-19 GLOBAL RESPONSE 🚨

Salesforce experts are ready to support you and your business during this challenging time through our webinars, office hours, and other free virtual events. 

 

FEATURED WEBINARS

****************************************************

How to Set up a Remote Call Center Fast

Tuesday 4/14 @10am PT

https://attendee.gotowebinar.com/rt/3385010779474434829?source=PicksPack

 

Enabling a Thriving Remote Workforce for Employees and Managers

Tuesday 4/14 @4pm PT | Wednesday 4/15 9am AEST

https://attendee.gotowebinar.com/rt/2096950499723293196?source=PicksPack

 

Also coming up next week:

*********************************

B2C Commerce Effective Content and Campaign Strategies to Drive Your Business

Wednesday, 4/15 @10am PT

https://register.gotowebinar.com/register/4457596466778199554?source=PicksPack

 

Crisis Management and How Salesforce uses our platforms for incident management

Thursday 4/16 @10:30am PT

https://attendee.gotowebinar.com/rt/7510602707283058955?source=PicksPack 

 

Latest Covid-19 Resources

**************************************

-Webinar Recap: How Salesforce Transitioned Our Global Support Organization to WFH in 16 Days, featuring EVP Jim Roth

-NEW SBA Lending Solution Community 

-New Series: Ask a Financial Services Expert, Ask a HLS Expert

 

To get the latest information on available resources, please visit our COVID-19 Support page. https://sfdc.co/Covid19Support

 

COMMUNITY HIGHLIGHTS

********************************

-Marketing CloudCast: Leading through Change, episode 2: Reimagine Events into Digital Experiences

-Admin Release Countdown: Get Ready for Summer ’20

-Customer Experience eBook

 

@Michael O'Connor @Cristina Moscoso @Mia Velasco @Jacinta Burke 

 

#Picks from the Pack - Customer Success

[PC] Picks from the Pack - Customer Success - April 10, 2020.pdf
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Sergio Valle (Customer Success Leader at Salesforce.com)
Apr 9, 2020, 9:29 PM

In addition to an Implementation Guide, we've also added a set of Implementation Tips from Early SBA Deployments.  If you have feedback on implementation considerations you feel should be incorporated, please share them on this thread.

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Sergio Valle (Customer Success Leader at Salesforce.com)
Apr 9, 2020, 8:52 PM

Welcome to the group!  If you'd like to speak to our Salesforce Experts about the SBA Lending Solution, please note you can sign up to Ask an Expert Webinar sessions using the 'Ask an Expert Signup' registration link on the group sidebar.

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