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Trailhead

Learn to Work in Financial Services Cloud

Salesforce via Trailhead

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Overview

Get a comprehensive view of your financial services customers so you can better meet their needs.
  • Learn the basics of working in Financial Services Cloud and watch your productivity soar.
  • Understand households, manage accounts, and track interactions with your customers.
  • Grow your business with referrals and metrics.
  • Learn how the insurance platform can help deliver connected customer experiences.

Syllabus

  • Financial Services Cloud for Users
    • Connect to Your Customers
    • Familiarize Yourself with the Basics
  • Client Management with Financial Services Cloud
    • Map Client Relationships
    • Create Financial Accounts and Holdings
    • Explore Financial Account Roles and Financial Goals
    • Manage Client Interactions
  • Client List Growth with Financial Services Cloud
    • Gain Clients Via Referrals
    • Track Client Metrics
  • Insurance Agent Console for Sales and Service
    • Get Started with Insurance Agent Console
    • Give Sales Agents a 360-Degree View of Policyholders
    • Create a New Life Event
    • Review the Policies Tab
    • Give Service Reps a 360-Degree View of Policyholders
    • Automate Repetitive Business Processes with Salesforce Flow

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