Salesforce Financial Services Cloud Certification

Packt via Coursera

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

15 weeks, 1 hour a week
Sessions

Self-Paced
Level

Intermediate
Subtitles

English

Found in

Overview

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This certification course offers a deep dive into Salesforce Financial Services Cloud. It covers essential features such as householding, lead referrals, and actionable relationship centers. Gain expertise in automating processes, managing financial deals, and configuring alerts for financial services. This course begins with the fundamentals of Salesforce Financial Services Cloud (FSC), introducing you to its core features and capabilities. You will learn how to set up your organization and install the FSC package, enabling you to unlock the potential of Salesforce in transforming financial service operations. As the course progresses, you will delve into householding and client profiling, using tools such as life events, business milestones, and interest tags to manage and understand customer data. The course then shifts focus to lead referral management, action plans, and templates, providing a structured approach to managing client interactions. In addition, hands-on practice with tools like OmniScript will guide you through building guided interactions and integrating them with other processes. As you continue, you will explore advanced features such as intelligent document automation and business rule engines, enhancing your ability to automate workflows and comply with data privacy regulations. You will also learn how to create and manage financial deals using FSC’s specialized tools, ensuring accuracy and efficiency across all client interactions. By the end of the course, you will be prepared to leverage Salesforce Financial Services Cloud to optimize and manage financial services in a professional setting. This course is designed for Salesforce Admins, Developers, and Architects seeking to enhance their skills in financial services. It is ideal for those looking to implement Salesforce FSC in their organization or prepare for certification. Familiarity with Salesforce basics is recommended. The course uses a blend of theory and hands-on practice to ensure you can apply what you learn in real-world scenarios. Each section builds on the previous one, making complex concepts easy to grasp. By the end, you will be equipped with the knowledge and confidence to manage and implement Salesforce Financial Services Cloud solutions. This course is based on Salesforce Financial Services Cloud Certification, by Deepika Khanna. This course is licensed and distributed by Packt. All rights reserved. Packt is one of the world's most prolific publishers of cutting-edge technical content. For over two decades we've made it our mission to curate and publish the knowledge of only the very best technical experts. We focus on real-world courses that help our customers get the job done, with coverage that extends across a wide range of established and cutting-edge technical topics. If you're an individual or an organisation that embraces learning by doing, Packt is the perfect fit for you.

Syllabus

Getting Started with Salesforce Financial Services Cloud
- This module introduces learners to the initial steps of working with Salesforce Financial Services Cloud, including setting up an organization and understanding its capabilities to enhance financial services operations.
Householding in Salesforce Financial Services Cloud
- This module covers essential concepts related to householding in Salesforce Financial Services Cloud, including balance rollups, primary groups, and relationship configurations. Learners will gain practical knowledge on managing household data, analyzing relationship structures, and optimizing backend data models for financial services.
Client Profiling — Life Events, Milestones, and Tags
- This module covers how to effectively track life events, business milestones, and client interests using Salesforce Financial Services Cloud. Learners will gain skills in leveraging interest tags and tag categories to enhance client profiling and personalization strategies.
Lead Referral Management in Salesforce FSC
- This module covers the essential concepts and practical skills for managing lead referrals in Salesforce Financial Services Cloud. Learners will gain an understanding of how to handle, route, and convert referrals using the lead object, with a focus on internal and external referral processes.
Action Plans and Templates in Salesforce FSC
- This module covers the creation and use of action plans and templates in Salesforce Financial Services Cloud, focusing on task automation, document tracking, and workflow compliance. Learners will gain hands-on experience with configuring and applying these tools to streamline processes. The module emphasizes practical implementation and real-world application within financial services environments.
Actionable Relationship Center (ARC) in Salesforce FSC
- This module explores the core features and functionalities of the Actionable Relationship Center in Salesforce Financial Services Cloud. Learners will gain an understanding of relationship visualization, reciprocal roles, and association types, along with practical skills through a hands-on demo and knowledge check.
Action Launcher in Salesforce FSC
- This module explores the functionality and practical application of the Action Launcher in Salesforce Financial Services Cloud. Learners will gain hands-on experience with configuring and deploying actions to streamline service agent workflows. The content includes best practices and real-world use cases.
OmniScript in FSC: Build Guided Interactions
- This module provides an in-depth look at using Data Mapper and FlexCards in Salesforce Financial Services Cloud to create and manage guided interactions. Learners will gain practical skills in designing efficient data workflows and enhancing user experiences through interactive components.
OmniScript in Salesforce Financial Services Cloud
- This module provides an in-depth look at using OmniScript in Salesforce Financial Services Cloud, covering integration procedures, data mappers, and how to build interactive, multi-step forms. Learners will gain the skills to create and configure OmniScripts that streamline data integration and user workflows.
Intelligent Document Automation and Data Privacy in FSC
- This module explores the implementation of intelligent document automation and data privacy practices within Salesforce Financial Services Cloud. Learners will gain practical skills in setting up automated workflows, managing legal and data use policies, and testing authorization processes to ensure compliance and efficiency.
Business Rule Engine and Expression Sets in Salesforce FSC
- This module covers the fundamentals of the Business Rule Engine in Salesforce Financial Services Cloud, including creating lookup tables, working with expression sets, and integrating them into screen flows and OmniScripts. Learners will gain hands-on skills in automating business logic for financial applications.
Record Alerts
- This module covers the configuration and management of record alerts in Salesforce FSC, including building expression sets, creating lookup tables, and using flows for automation. Learners will gain hands-on skills in setting up automated alerts for financial account scenarios.
Timeline in Salesforce Financial Services Cloud
- This module provides a comprehensive overview of the Financial Services Cloud timeline in Salesforce, covering its key components, setup, and practical applications. Learners will gain hands-on experience with its features and understand how to configure and use it effectively. The content includes functional aspects, data sources, and user capabilities.
Complaint Management in Salesforce FSC
- This module teaches learners how to effectively manage client complaints using Salesforce Financial Services Cloud. It covers key processes, automation features, and regulatory considerations involved in complaint management. Learners will gain practical skills through hands-on demonstrations and knowledge checks.
Financial Deal Management in FSC
- This module provides learners with the skills to manage financial deals within the Salesforce Financial Services Cloud. It covers creating and enabling deal management settings, as well as handling interactions and summaries. Learners will gain hands-on experience through practical examples.