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Multisoft Virtual Academy is engaged in providing Salesforce Financial Services Cloud (FSC) Online Training for Salesforce Consultants,

Salesforce Financial Services Cloud (FSC) Online Training

Multisoft Virtual Academy is engaged in providing Salesforce Financial Services Cloud (FSC) Online Training for Salesforce Consultants,

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Instructor-Led Online Training

  • 18 Hrs. Instructor-led Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support
$ 310
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Training Schedule
Start Date End Date No. of Hrs Time (IST) Day  
07 Aug 2021 22 Aug 2021 18 06:00 PM - 09:00 PM Sat, Sun
21 Aug 2021 05 Sep 2021 18 06:00 PM - 09:00 PM Sat, Sun
04 Sep 2021 19 Sep 2021 18 06:00 PM - 09:00 PM Sat, Sun
18 Sep 2021 03 Oct 2021 18 06:00 PM - 09:00 PM Sat, Sun

Schedule does not suit you, contact us now!    |    Want to take one-on-one training, contact us now!

Course Overview

Financial Services Sector is comprised of a long-range of businesses that includes banking, wealth management, investments, credit card, insurance, and others. Each of these has their own set of requirements and processes. Therefore, Salesforce has further divided the Financial Services Sector into different sub-domains, including Retail Banking, Commercial Banking, Insurance, Mortgage, and Wealth Management. 

Use a solution that is already customized and accelerate your time to value! Go for this Salesforce Financial Services Cloud (FSC) Training if you want to get limelight into the features and functionalities of Financial Services Cloud! At Multisoft Virtual Academy, you will also understand the components that support these features and functionalities. 

Salesforce Financial Services Cloud (FSC) Online Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. Designed for Salesforce Consultants, Salesforce Admins, Salesforce Developers, Salesforce Architects, and End-Users, this course discusses the techniques of configuring, customizing, and enabling/disabling these features based on your business requirements.

In its successful completion, the aspirants will learn: 

Salesforce Financial Services Cloud (FSC) Online Training covers all the topics that you need to have for a deep understanding of the Financial Services Cloud. You will get an in-depth knowledge of the features and functionalities of Financial Services Cloud! It will also help you in understanding the components that supports these features and functionalities.

Course Contents

Course ContentDetailed Course Topics
  • Introduction to Salesforce Industry Verticals
  • Introduction to Salesforce Financial Services Cloud (FSC)
  • Getting Started with FSC
  • Accounts & Contacts in FSC
  • Relationships in FSC
  • Life Events & Business Milestones
  • Roll-Ups
  • Action Plans
  • Document Tracking & Approvals
  • Leads, Referrals & Opportunities
  • Compliant Data sharing
  • FSC On Mobile
  • Latest Release Features (Currently Spring ’21)
  • Commercial Banking Related Features
  • Insurance Related Features
  • Mortgage Related Features
  • Retail Banking Related Features
  • Wealth Management Related Features
  • Reports & Dashboards

Course Prerequsite

  • Salesforce Lightning Experience
  • Salesforce Certified Administrator and/or App Builder (for Salesforce Administrators, Salesforce Consultants, Salesforce Developers, Salesforce Architects)

Target Audience

  • Salesforce Administrators
  • Salesforce Consultants
  • Salesforce Developers
  • Salesforce Architects
  • End-Users (Wealth Managers, Personal Bankers, Loan Officers, Insurance Agents) who need to work on Salesforce Financial Services Cloud

Certification

Multisoft Virtual Academy will provide you with a training completion certificate after completing the Salesforce Financial Services Cloud (FSC) Online Training.

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