Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy
- Offered bySalesforce
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Overview
Duration | 4 days |
Start from | Start Now |
Mode of learning | Online |
Official Website | Go to Website  |
Credential | Certificate |
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Highlights
- Earn a certificate from Trailhead Academy
- Learn from industry experts
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Course details
- This course is designed for experienced administrators who are responsible for configuring and maintaining Financial Services Cloud solutions within Retail Banking or Wealth Management
- 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
- 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
- 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
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Curriculum
Introduction to Financial Services Cloud
Define Financial Services Cloud
Explore FSC Architecture
Examine FSC Data Models
Review and Assign FSC Permission Sets
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
Need-Based Referral Management
Discover the Lead and Referral Object
Explore Referral Management and Conversion
Implement Referral Tracking and Scoring
Customer Groups and Relationships
Define FSC Customer Groups and Relationships
Manage Household Relationships
Create Custom Group Record Types
Data Management Tools
Examine FSC Record Rollups
Review Rollup by Lookup Rules
Define Data Processing Engine
Explore Additional Data Management Tools
Actionable Relationship Center 2.0
Define Actionable Relationship Center 2.0
Explore ARC 2.0 Features
Create Custom ARC Relationship Graphs
Automation Tools
Define FSC Automation Tools
Explore Automation Components
Manage Automation Component Permissions
Deploy Individual Automation Components
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
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Entry Requirements
- Education: Graduate
- Not mentioned
Administer Financial Services Cloud Solutions (IND330) by Trailhead Academy at Salesforce Admission Process
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