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This course provides a structured learning path for Salesforce Financial Services Cloud (FSC), covering its core features, automation, and best practices. Learners will explore Org setup, Relationship Management, Actionable Relationship Center (ARC), Events & Milestones, Interest Tags, Lead & Referral Management, and Action Plans. Advanced topics include FSC automation using Salesforce Flow and OmniStudio, Document Management, Record Alerts, Business Rules Engine (BRE), and Complaint Management. By the end of the course, participants will be equipped to configure, customize, and optimize FSC for financial institutions.
Instructor: salesforceandinterviewsLanguage: English
This course provides a structured learning path for Salesforce Financial Services Cloud (FSC), covering its core features, automation, and best practices. Learners will explore Org setup, Relationship Management, Actionable Relationship Center (ARC), Events & Milestones, Interest Tags, Lead & Referral Management, and Action Plans. Advanced topics include FSC automation using Salesforce Flow and OmniStudio, Document Management, Record Alerts, Business Rules Engine (BRE), and Complaint Management. By the end of the course, participants will be equipped to configure, customize, and optimize FSC for financial institutions.