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Trailhead

Inspire Customer Loyalty with Financial Services Cloud

Salesforce via Trailhead

Overview

Discover how Financial Services Cloud helps you deliver personalized wealth management.
  • Learn how to use Financial Services Cloud and customize it for your business.
  • Learn how to set up Financial Services Cloud for your unique business.
  • Structure your financial services data with objects, fields, and relationships.
  • Prioritize relationships across lines of business with referral management.
  • Learn about the Salesforce release cycle and how to prepare your org for a new release.
  • Understand what Experience Cloud sites are, enable them in your org, and create your first site.
  • Learn how to deliver consistent and compliant client engagement experiences.

Syllabus

  • Financial Services Cloud Basics
    • Get Started with Financial Services Cloud
    • Use Data to Get the Big Picture About Your Customers
    • Learn How Tableau CRM Makes You More Productive
  • Financial Services Cloud Customization
    • Find Your Way Around Financial Services Cloud
    • Optimize Home and Client Pages
    • Build Dashboards and Reports with Tableau CRM
  • Financial Services Cloud Data Modeling
    • Learn About the Financial Services Cloud Data Model
    • Work with Records
    • Create Object Relationships
    • Explore Financial Accounts and Other Objects
  • Intelligent Referrals and Scoring with Financial Services Cloud
    • Learn About Referrals
    • Get Started with Referrals in Your Org
    • Supercharge Cross-Team Collaboration
    • Track Referral Activity and Your Top Referrers
  • Financial Services Cloud Release Readiness
    • Understand the Financial Services Cloud Release Process
    • Test New Releases in a Sandbox
  • Experience Cloud Sites in Financial Services Cloud
    • Get Started with Experience Cloud
    • Create an Experience Cloud Site and Make It Secure
  • Action Plans in Financial Services Cloud
    • Learn About Action Plans
    • Prepare Your Org for Action Plans
    • Set Up Action Plans for Lightning Experience
    • Configure Business Hours, Working Days, and Roles
    • Take Action Plans for a Spin
    • Clone and Distribute Action Plan Templates
    • Set Up Action Plans in Partner Experience Cloud Sites

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