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Salesforce Financial Services Cloud (FSC) Training and Certification Course

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 Administration course discusses the techniques of configuring, customizing, and enabling/disabling these features based on your business requirements.

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Instructor-led Training Live Online Classes

Suitable batches for you

07 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
14 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
21 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
28 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 650

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Instructor-led Training Live Online Classes

07 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
14 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
21 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun
28 Oct 2023 18 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 650

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 650

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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 18 Hrs
  • Subject Matter Expert
  • After Training Support
  • Lifetime E-Learning Access
  • Recorded Sessions
  • Free Online Assessments
Salesforce Financial Services Cloud (FSC) Training Course Syllabus

Curriculum Designed by Experts


Salesforce Financial Services Cloud (FSC) is a platform specifically designed to cater to the needs of financial services professionals, institutions, and customers. It aids businesses in providing personalized experiences across various financial touchpoints, offering tools that cater to wealth management, banking, insurance, and more.

  • What is Salesforce Financial Services Cloud?
  • Key benefits and features of FSC.
  • Overview of the FSC ecosystem.

  • Setting up the FSC package.
  • Navigating the FSC user interface.
  • Familiarization with standard objects and customizations.

  • Understanding the FSC data model (e.g., Financial Account, Household, Goals).
  • Client and Household profiling.
  • Managing Financial Accounts.
  • Tracking Client Life Events.

  • Relationship Groups and their significance.
  • Household and Relationship views.
  • Customizing relationship mapping.

  • Setting and managing client goals.
  • Integrating financial plans.
  • Assessing client goal achievement.

  • Using Action Plans and Checklists.
  • Employing FSC calendars and events.
  • Rollups, metrics, and other analytical tools.

  • Overview of FSC for banking and insurance sectors.
  • Managing loans, deposits, and policies.
  • Creating and tracking claims.

  • Overview of available integrations.
  • Building custom integrations with other platforms.
  • Leveraging Salesforce AppExchange for FSC extensions.

  • Ensuring data privacy and security.
  • Compliance tools and best practices.
  • Field-level security and role hierarchies in FSC.

  • Overview of Salesforce Einstein Analytics for FSC.
  • Creating dashboards and custom reports.
  • Leveraging analytics for improved decision-making.

  • Customizing FSC with Lightning App Builder.
  • Introduction to Apex and Visualforce for FSC.
  • Best practices in customization and development.

  • Best practices for ongoing FSC management.
  • Case studies showcasing successful FSC implementations.
  • The future of financial services on the Salesforce platform.

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Salesforce Financial Services Cloud (FSC) Training Description

The Salesforce Financial Services Cloud (FSC) training course is designed to equip participants with the specialized skills and knowledge needed to harness the full capabilities of Salesforce’s dedicated platform for financial services. By the end of this course, participants will:

  • Understand the Core Architecture: Grasp the foundational elements of FSC, including data models, objects, and relationships tailored for the financial services industry.
  • Personalized Client Engagement: Learn how to deliver personalized experiences by obtaining a 360-degree view of every client.
  • Drive Productivity: Master the tools to automate routine tasks, streamline business processes, and enhance team collaboration.
  • Integration & Security: Learn how to securely integrate FSC with other systems and understand the platform's security features to ensure data protection.
  • Analytics & Reporting: Generate actionable insights with in-depth analytics and reporting tools to foster informed decision-making.
  • Best Practices & Use Cases: Study real-world examples and best practices to optimize FSC deployment for varying financial service scenarios.

  • 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

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

Salesforce Financial Services Cloud (FSC) Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Salesforce Financial Services Cloud (FSC) Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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Salesforce Financial Services Cloud (FSC) Training FAQ's

Salesforce FSC is a customer relationship management (CRM) solution tailored specifically for financial services institutions. It offers tools and features designed for wealth management, insurance, banking, and other financial sectors to provide a 360-degree view of clients, streamline operations, and foster deeper client relationships.

Financial advisors, wealth managers, bankers, insurance agents, Salesforce admins and developers in the financial sector, and any individual or team interested in leveraging Salesforce for financial services.

Familiarity with basic Salesforce functionalities is beneficial. Some roles might benefit from having a background in finance or financial services.

Course duration varies. A basic overview might be a few hours, while in-depth training with hands-on labs could span several days.

Yes, Salesforce offers a specific certification for Financial Services Cloud. Passing the certification exam demonstrates your expertise in FSC.

Most quality training programs include hands-on labs and real-world examples to ensure students can practically apply what they learn.

Many training providers offer both in-person and online training options for FSC.

Salesforce offers a plethora of online resources, forums, documentation, and trailheads for continuous learning and support.

While the core CRM functionalities remain, FSC includes industry-specific features and tools tailored to meet the needs of financial professionals. This includes client financial profiles, relationship maps, life event tracking, and more.

Some advanced courses might delve into integrations with common financial tools and platforms. It's best to consult the course syllabus or the training provider.

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