Topics
- 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