Salesforce Administer Financial Services Cloud Solutions (IND330)

Price
$3,600.00 USD

Duration
4 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Discover how to unify customer data and build client trust with Financial Services Cloud (FSC). In this 4-day instructor-led course, learn how to configure personalized FSC solutions for Retail Banking and Wealth Management. Implement need-based referral management, visualize customer relationships using Actionable Relationship Center (ARC) 2.0, and deploy automation components, among other FSC features and tools, in order to deliver engaging, data-driven financial service experiences that boost client satisfaction ratings, fuel advisor productivity, and increase profitability.

Course Objectives

  • Explain core capabilities and benefits of using Financial Services Cloud.
  • Navigate key FSC features and functionality.
  • Administer Financial Services Cloud solutions for Retail Banking and Wealth Management.
  • Explain FSC architecture and data models, including the Customer Groups and Relationships Data Model and Managed Package Data Model.
  • Identify key differences between standard and custom FSC objects.
  • Configure out-of-the-box (OOTB) FSC objects, including financial accounts, person life events, assets and liabilities, and billing statements, in addition to out-of-the-box applications, such as the retail banking console.
  • Manage FSC customer groups and relationships, including household relationships and custom group record types.
  • Implement need-based referral management using the lead and referral object.
  • Use various data management tools, including record rollups, Rollup by Lookup rules, and Data Processing Engine.
  • Visualize customer relationships using Actionable Relationship Center 2.0.
  • Build and deploy FSC automation components.
  • Summarize key capabilities of action plans, interaction summaries, and compliant data sharing.

Who Should Attend?

  • This course is designed for experienced administrators who are responsible for configuring and maintaining Financial Services Cloud solutions within Retail Banking or Wealth Management.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Students should hold the Salesforce Administrator credential or have at least six months of experience in an administrator role, ideally within the financial sector, although this is not required. Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/users/auser1343/trailmixes/administer-financial-services-cloud-solutions-ind330-prework

Agenda

1. Introduction to Financial Services Cloud

  • Define Financial Services Cloud
  • Explore FSC Architecture
  • Examine FSC Data Models
  • Review and Assign FSC Permission Sets

2. Objects and Applications

  • Identify Differences Between Standard and Custom FSC Objects
  • Configure the Financial Account Object
  • Configure the Person Life Event Object
  • Discover OOTB FSC Applications
  • Explore Custom Applications

3. Need-Based Referral Management

  • Discover the Lead and Referral Object
  • Explore Referral Management and Conversion
  • Implement Referral Tracking and Scoring

4. Customer Groups and Relationships

  • Define FSC Customer Groups and Relationships
  • Manage Household Relationships
  • Create Custom Group Record Types

5. Data Management Tools

  • Examine FSC Record Rollups
  • Review Rollup by Lookup Rules
  • Define Data Processing Engine
  • Explore Additional Data Management Tools

6. Actionable Relationship Center 2.0

  • Define Actionable Relationship Center 2.0
  • Explore ARC 2.0 Features
  • Create Custom ARC Relationship Graphs

7. Automation Tools

  • Define FSC Automation Tools
  • Explore Automation Components
  • Manage Automation Component Permissions
  • Deploy Individual Automation Components

8. Business Process and Compliance Tools

  • Define Action Plans
  • Examine Action Plan Templates
  • Define Interaction Summaries
  • Capture and Share Interaction Summaries
  • Define Compliant Data Sharing
  • Explore Additional Compliance Tools
 

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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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