Salesforce Financial Services Cloud (SP-FSC201)

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Course Overview

The Financial Services Cloud (FSC) class prepares students for the Financial Services Cloud Accredited Professional accreditation.

Who Should Attend

Individuals with experience administering and configuring Salesforce who want to become proficient with Financial Services Cloud. Some exposure to Financial Services Cloud is desirable.

Course Objectives

    • Financial Services Cloud Administration & Implementation Best Practices
    • Households, FSC Relationships and Roll-up Summary Rules
    • Life Events and Business Milestones
    • Referral Management
    • Action Plans and Document Checklists
    • Flows
    • Financial Goals
    • Actionable Relationship Center

Course Outline

  • Financial Services Cloud Administration & Implementation Best Practices
  • Households, FSC Relationships and Roll-up Summary Rules
  • Life Events and Business Milestones
  • Referral Management
  • Action Plans and Document Checklists
  • Flows
  • Financial Goals
  • Actionable Relationship Center

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Class Dates & Times

Class times are listed Central time

This is a 3-day class

Class dates not listed.
Please contact us for available dates and times.