Financial Services Cloud Data Modeling
Structure your financial services data with objects, fields, and relationships.
Financial Services Cloud for Users
Learn the basics of working in Financial Services Cloud and watch your productivity soar.
Learn to Work in Financial Services Cloud
Get a comprehensive view of your financial services customers so you can better meet their needs.
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Action Plans in Financial Services Cloud for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
Action Plans for Financial Advisors in Financial Services Cloud
Use Action Plans to boost team collaboration and productivity.
Experience Cloud Sites in Financial Services Cloud
Learn about Experience Cloud sites, enable them in your org, and create your first site.
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
Client Management with Financial Services Cloud
Understand households, manage accounts, and track interactions with your customers.
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
Disclosures and Consent Management in Financial Services Cloud
Capture, manage, and track consent to deepen customer trust.
Financial Services Cloud Release Readiness
Learn about the Salesforce release cycle and how to prepare your org for a new release.
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
Deliver Personalized Insurance Service with Financial Services Cloud
Manage, track, and automate customer interactions with Financial Services Cloud
Insurance for Financial Services Cloud Admin Advanced Features
Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
CRM Analytics Administration for Financial Services Cloud
Use intelligent insights to help your clients meet their financial goals.
Service Process Studio for Financial Services
Design and launch seamless service processes to deliver great customer service.
Actionable Segmentation for Financial Services Cloud
Segment customer profiles and design personalized outreach programs.
Financial Services Cloud Specialist
Demonstrate your mastery of FSC fundamentals through implementation configuration.
