Duration
Duration
- 4 weeks program
- 2 weeks of classroom training followed by hands-on exercises on trailheads
- 2 weeks for capstone with industry use cases
- 24*7 Slack support
Format
Format
- Instructor Led Live sessions
- 15+ hands on scenarios
- Access to Salesforce Labs
- Recorded sessions made available after every session
- 24*7 trainer support
Add - ons
Add - ons
- World-class LMS
- Study Guide
- Mock exams
- Q&A sessions
Worlds leading
Salesforce FSC Certification Bootcamp
50,000+
6 Million+
25+
Countries
100+
Gurus
100+
Live Classes
Salesforce FSC Training Program Overview
Looking to improve your skills to become a Salesforce professional in the Banking and Financial Services sector? If so, this course is for you!Financial Services Cloud is a comprehensive CRM platform from Salesforce which was created specifically for the Financial Services industry.
It’s built to help foster better customer relationships, allowing advisors to provide a top-notch level of service with the individualized, proactive advice for customer’s desire.The saasguru FSC training program covers every topic from the Basics to the Expert level across Wealth Management, Commercial & Retail Banking, Insurance and Brokerage firms.
FSC Specialist Training Program Curriculum
Introduction to Salesforce Industry Verticals- Introduction to Salesforce Financial Services Cloud (FSC)
Introduction to Salesforce Industry Verticals- Setting up the trial org
- Setting up the domain
- Review Org and Set-Up Users
- Review FSC Package
- Set up users and user permissions
- Test Person Account Settings
- Creating a person account
- Work with Household and the Group Builder
- Roll-Up Summaries
- How are Roll-Up Summaries defined for Person Account/Client and Groups?
- Test Roll-Ups
- Defining What Gets Rolled Up to the Primary Group
- Enable or Disable Multiple Relationship Groups
- Control Who Sees What on Relationship Map and Group Builder
- Create a brand new Household Group
- Create a Contact-Contact Relationship with a Reciprocal Role
- Display Life Events on a Person Account record page
- Add or Remove Person Life Event Types
- Hide Sensitive Life Event Types
- Choose the Life Event Details to Show on Hover
- Personalize Life Events with Custom Icons
- Associate a Life Events with an Opportunity
- Add the Goals Tab to the person Account page layout
- Create a Financial Goal for buying a Vacation Home
- Action Plan Templates:
- Create a Live Event and a Retirement Account
- Add an Action Plan Templates Tab
- Add Action Plans to Account Object Lightning Page Layout
- Create Action Plan Template
- Create Action Plans from Life Events
- Action Plans & Document Checklist Items
- Update Trial Org to work with Referrals
- Customize Referral Assignment
- Email Template for Mortgage Referral Assignments
- Set up a Queue for Mortgage Referral Assignments
- Set up a Lead Assignment Rule for Mortgage Referrals
- Create a Referral, Convert a Referral, Identify Top Referrers,
- Track Referral Activity
- Customize Referral Path
- Assign ARC Licenses & Permissions to Users
- Add Actionable Relationship Center to Page Layouts
- Configure Fields on ARC Record Cards
- Configure ARC Related Lists
- Create and Edit Account Relationships with ARC
- Add a new Opportunity directly from the Record Card
- Compliant Data Sharing
- Considerations and Limitations for ARC
- Requirement Elicitation
- User story creation
- Technical design document creation
- Build & Unit testing
- Project demo
Where our Learners are from
Learn in our vibrant Community
Powered by your peers and our gurus
1-1 Mentoring
Dedicated mentor from the industry through the program right from course to placement
Industry Leaders
A faculty made of not theoretical trainers but accomplished Salesforce professionals.
Deep Interaction
Collaborate 24x7 in real-time with the gurus through our purpose-built leaning platform.
Our early users love us
The saasguru Salesforce Job Guarantee Bootcamp helped me lay a strong foundation on Salesforce with real-world problems to solve as day-to-day tasks.
It helped me gain hands-on experience and skills that are relevant to the Salesforce job role I was aiming for. After the training, I landed a job at Tech Mahindra as a Salesforce Developer.
My training with saasguru helped me gain the required skills, boosted my confidence, and enhanced my knowledge of the Salesforce ecosystem.
I was able to land a job at Salesforce after a long career gap only with the constant support of the saasguru mentors.
saasguru Salesforce Job Guarantee Bootcamp helped me gain practical exposure and hands-on experience in various admin and day-to-day admin tasks.
Trainers are super patient. Upon completion, I landed a job at Cloudbyz as a Salesforce Developer.
The Bootcamp course content, saasguru Cert Prep platform with mock exams, and practice tests made it very easy to clear my admin certification.
The master classes and industry-relevant capstone project helped me develop hands-on experience on Salesforce, especially the guidance of mentors helped me land a job at Movate.
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FSC Online Training Bootcamp Program (FAQs)
Everything you need to know about the saasguru
Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the center of everything they do.
Salesforce Financial Services Cloud training typically covers a range of topics, including client management, financial account management, compliance management, collaboration and communication, and reporting and analytics. The topics that will be covered are in line with the FSC Acceredited Program
-Financial Services Cloud Administration and best practices
– Household, Relationship & Roll-up summary Field
– Life Events & Business milestones
– Referral Management
– Action plans & Document checklist items
– Flows
– Financial Goals
– Actionable Relationship Center
We recommend this course for the following set of audience:
~ Salesforce Administrators
~ Salesforce Consultants
~ Salesforce Developers
~ Salesforce Architects
~ End-Users (Wealth Managers, Personal Bankers, Loan Officers, Insurance Agents) who need to work on Salesforce Financial Services Cloud
Yes, saasguru will provide a course completion certificate upon successful completion of the program. The same can be tracked through the saasguru platform upon completion of all tasks, practice exams and mock tests
Our training programs are exclusively led by industry experts and certified architects with an impressive 10+ years of relevant industry experience. Get to know the trainer profile after registering for the course on our platform!
To take Salesforce Financial Services Cloud training, you should have a basic understanding of Salesforce, concepts of Salesforce Lightning and some experience with financial services processes. Familiarity with compliance regulations and financial account management will be an added advantage.
Once you’re done with the course, you’ll still have all the session recordings and learning materials. Plus, you’ll still be part of the saasguru community, so you can always ask questions and get help from our GURUs.
It’s not mandatory – however certification is a great way to stand out from the crowd and be recognized by the industry. Plus, you can use it to confidently negotiate higher salaries from the best companies!
Yes, saasguru will support you with placements and provide complete guidance. Placement assurance is determined by the individual’s performance in the interview and the recruiter’s requirements.
You can register for Salesforce CPQ training through our website by clicking on the pricing section. You will be redirected to the program sign up page and to the payment gateway. Please feel free to book a time with our experts to understand more about the program (calendely link)
