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Salesforce Financial Services Cloud (FSC) Online Training

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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.

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Instructor-led Training Live Online Classes

Start Date No. of Hrs Time (IST) Day  
09 Jul 2022 18 06:00 PM - 09:00 PM Sat, Sun
23 Jul 2022 18 06:00 PM - 09:00 PM Sat, Sun
06 Aug 2022 18 06:00 PM - 09:00 PM Sat, Sun
20 Aug 2022 18 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 650

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Want to take one-on-one training?

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

Course Price At

$ 650

Enroll Now

Salesforce Financial Services Cloud (FSC) 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.

Salesforce Financial Services Cloud (FSC) Course Content

  • 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

Salesforce Financial Services Cloud (FSC) Course Prerequisite

  • 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

Salesforce Financial Services Cloud (FSC) course completion certificate

Stand out from the crowd!!

Multisoft Virtual Academy provides certificates of completion to all the aspirants on successful completion of the program.

These digital credentials will allow trained professionals to present a globally-recognized record of their learning to anyone, at any time.

Multisoft Training Completion Certificate Features :
  • Globally recognized certificate with the complete name of the candidate & Multisoft Virtual Academy logo
  • Clear specification of Course ID & Course Name
  • Certificate with Date of Issuance
  • Unique certificate ID
certificate-sample

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