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Salesforce FSC Corporate Training in Lexington

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Unlock your potential with Salesforce FSC Corporate Training in Lexington at Multisoft Virtual Academy. Our tailored training programs are designed to enhance the skills of professionals in the finance and service cloud domain. With expert instructors and interactive webinars, we bridge the gap between theoretical knowledge and practical industry experience. Whether you’re an individual or a corporate team, our comprehensive training will empower you to master Salesforce FSC

Duration

24 Hrs.

Experience & Certified

Trainers

Type of Batch

WeekEnd/WeekDay

Program Formate

Online

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Salesforce Financial Services Cloud (FSC) Course Syllabus

Curriculum Designed by Experts

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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.

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

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

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

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

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

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

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

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

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

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

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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 FSC Corporate Training in Lexington 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.

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Multisoft Corporate Training Features

Outcome centric learning solutions to meet changing skill-demand of your organization

Free Salesforce Financial Services Cloud (FSC) Assessment

Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.

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