SALESFORCE FINANCIAL SERVICES CLOUD (FSC)

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The Salesforce Financial Services Cloud (FSC) course is designed for professionals who want to manage customer relationships and business processes in the banking, insurance, and wealth management sectors using Salesforce. The training covers client onboarding, financial account management, relationship management, case handling, service automation, compliance, and industry-specific CRM workflows through hands-on projects and real-world scenarios. Students learn how financial organizations use Salesforce FSC to deliver personalized customer experiences and improve operational efficiency. This course is ideal for Salesforce administrators, consultants, CRM professionals, banking and insurance experts, wealth management consultants, business analysts, and developers looking to build expertise in financial services CRM solutions.

Duration of Training : 40 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Detailed Syllabus • Hands-on Labs • Assignments • Support-Focused • Implementation

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Overview

The Syllabus

Curriculum Designed by Experts

Target Audience

• Salesforce Administrators
• Salesforce Consultants
• CRM Professionals
• Banking & Financial Services Professionals
• Insurance Domain Professionals
• Wealth Management Consultants
• Salesforce Developers
• Business Analysts

Module 1: Introduction to Salesforce Financial Services Cloud

Topics
• Financial Services Industry Overview
• Salesforce FSC Architecture
• FSC Data Model
• Banking, Insurance & Wealth Management Use Cases
• Household Management
• Financial Accounts
• Client Relationships
• Person Accounts
• Business Accounts
• FSC Licensing Overview

Assignment
• Analyze a retail banking customer journey.

Job Scenario
• Understanding customer relationship management in banking.

Module 2: Salesforce Platform Fundamentals

Topics
• Salesforce Navigation
• Objects and Fields
• Standard Objects
• Custom Objects
• Profiles and Roles
• Permission Sets
• Record Types
• Page Layouts
• Validation Rules
• Approval Processes

Project
• Configure a Financial Advisor Workspace.

Assignment
• Create customer onboarding forms.

Module 3: Financial Services Cloud Data Model

Topics
• Person Accounts
• Households
• Financial Accounts
• Financial Goals
• Assets and Liabilities
• Insurance Policies
• Relationship Groups
• Referrals
• Client Profiles
• Financial Holdings

Project
• Design a Wealth Management Data Model.

Job Scenario
• Managing relationships across family wealth portfolios.

Module 4: Client & Household Management

Topics
• Household Creation
• Relationship Mapping
• Family Relationships
• Business Relationships
• Beneficiary Management
• Trusted Contacts
• Joint Account Management
• Customer Segmentation
• Relationship Hierarchies

Assignment
• Configure household relationships.

Job Scenario
• Managing high-net-worth family accounts.

Module 5: Financial Account Management

Topics
• Banking Accounts
• Savings Accounts
• Current Accounts
• Loans
• Mortgages
• Investment Accounts
• Insurance Products
• Credit Cards
• Account Ownership Models

Project
• Financial Product Management System.

Job Scenario
• Tracking customer financial portfolios.

Module 6: Wealth Management & Advisory Services

Topics
• Financial Goals
• Investment Planning
• Portfolio Management
• Client Risk Profiling
• Retirement Planning
• Advisory Workflows
• Financial Reviews
• Client Engagement Plans

Assignment
• Create financial planning workflows.

Job Scenario
• Wealth advisor managing multiple client portfolios.

Module 7: Banking CRM Processes

Topics
• Lead Management
• Customer Acquisition
• Loan Origination
• Customer Service
• Opportunity Management
• Financial Product Cross-Selling
• Customer Retention
• Branch Relationship Management

Project
• Retail Banking CRM Solution.

Job Scenario
• Improving loan conversion rates.

Module 8: Insurance CRM Processes

Topics
• Policy Management
• Claims Tracking
• Insurance Opportunities
• Customer Lifecycle Management
• Policy Renewals
• Agent Management
• Insurance Service Requests
• Customer Retention

Project
• Insurance Customer Service Portal.

Job Scenario
• Managing policy renewals and claims.

Module 9: Service Cloud Integration

Topics
• Case Management
• Omni-Channel Support
• Service Console
• Knowledge Base
• SLA Management
• Escalation Processes
• Customer Support Automation

Assignment
• Configure customer complaint management.

Job Scenario
• Resolving high-priority banking complaints.

Module 10: Sales Cloud Integration

Topics
• Opportunity Management
• Sales Processes
• Product Management
• Sales Forecasting
• Territory Management
• Lead Conversion
• Sales Pipeline Management

Project
• Banking Sales Automation Solution.

Job Scenario
• Managing investment product sales.

Module 11: FSC Automation

Topics
• Flow Builder
• Approval Processes
• Workflow Rules
• Assignment Rules
• Escalation Rules
• Process Automation
• Business Process Automation

Assignment
• Automate customer onboarding.

Job Scenario
• Reducing onboarding time from days to hours.

Module 12: Reports & Dashboards

Topics
• Banking Dashboards
• Wealth Management Reports
• Client Portfolio Reports
• Household Analytics
• Advisor Performance Metrics
• Opportunity Dashboards
• Executive Reporting

Project
• Executive Financial Services Dashboard.

Job Scenario
• Presenting portfolio performance to leadership.

Module 13: Compliance & Security

Topics
• Financial Industry Compliance
• KYC Processes
• AML Concepts
• Role-Based Security
• Data Protection
• Audit Trails
• Regulatory Reporting

Assignment
• Implement compliance controls.

Job Scenario
• Meeting regulatory audit requirements.

Module 14: Integrations

Topics
• REST APIs
• SOAP APIs
• Core Banking Integration
• Insurance System Integration
• Third-Party Financial Applications
• MuleSoft Overview
• Data Synchronization

Project
• Integrate FSC with Core Banking System.

Job Scenario
• Synchronizing customer account data.

Module 15: Data Migration & Deployment

Topics
• Data Loader
• Data Import Wizard
• Data Cleansing
• Data Transformation
• Sandbox Management
• Change Sets
• Release Management
• Deployment Best Practices

Assignment
• Migrate customer data into FSC.

Job Scenario
• Large-scale banking CRM migration.

Module 16: FSC Consultant Activities

Topics
• Requirement Gathering
• Financial Process Mapping
• Fit-Gap Analysis
• Solution Design
• Configuration Workshops
• User Acceptance Testing (UAT)
• Go-Live Planning
• Hypercare Support

Project
• End-to-End FSC Implementation.

Job Scenario
• Implementing FSC for a private banking organization.

Capstone Projects

Project 1: Retail Banking CRM Implementation
• Customer Onboarding
• Loan Management
• Financial Accounts

Project 2: Wealth Management Platform
• Household Management
• Financial Goals
• Portfolio Tracking

Project 3: Insurance Customer Management System
• Policy Management
• Claims Management
• Customer Service

Project 4: Financial Advisor Workspace
• Relationship Management
• Opportunity Tracking
• Portfolio Reviews

Project 5: Private Banking Solution
• High-Net-Worth Customer Management
• Investment Advisory
• Financial Planning

Real-Time Job-Oriented Scenarios

Banking Scenarios
• Customer onboarding workflow automation.
• Loan application processing.
• Cross-selling financial products.
• Managing customer portfolios.

Wealth Management Scenarios
• Family household relationship management.
• Investment portfolio tracking.
• Financial goal monitoring.

Insurance Scenarios
• Policy renewal management.
• Claims processing workflows.
• Agent performance tracking.

Service Scenarios
• Customer complaint resolution.
• Case escalation management.
• Service-level agreement monitoring.

Compliance Scenarios
• KYC verification workflows.
• AML monitoring.
• Audit and regulatory reporting.

Assignments Included

• 50+ FSC Configuration Assignments
• 25+ Banking CRM Exercises
• 20+ Wealth Management Scenarios
• 20+ Insurance Process Exercises
• 20+ Automation Tasks
• 15+ Integration Assignments
• 15+ Reporting & Dashboard Exercises
• 10+ Data Migration Activities

Target Job Roles

• Salesforce Financial Services Cloud Consultant
• Salesforce FSC Administrator
• Salesforce FSC Business Analyst
• Salesforce FSC Functional Consultant
• Salesforce Banking CRM Consultant
• Salesforce Wealth Management Consultant
• Salesforce Insurance Consultant
• Salesforce Solution Consultant
• Salesforce FSC Architect

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Salesforce Financial Services Cloud (FSC) Course Certification With Training In Bangalore

Q: Module 1: Introduction to Salesforce Financial Services Cloud

Topics • Financial Services Industry Overview • Salesforce FSC Architecture • FSC Data Model • Banking, Insurance & Wealth Management Use Cases • Household Management • Financial Accounts • Client Relationships • Person Accounts • Business Accounts • FSC Licensing Overview Assignment • Analyze a retail banking customer journey. Job Scenario • Understanding customer relationship management in banking.

Q: Module 2: Salesforce Platform Fundamentals

Topics • Salesforce Navigation • Objects and Fields • Standard Objects • Custom Objects • Profiles and Roles • Permission Sets • Record Types • Page Layouts • Validation Rules • Approval Processes Project • Configure a Financial Advisor Workspace. Assignment • Create customer onboarding forms.

Q: Module 3: Financial Services Cloud Data Model

Topics • Person Accounts • Households • Financial Accounts • Financial Goals • Assets and Liabilities • Insurance Policies • Relationship Groups • Referrals • Client Profiles • Financial Holdings Project • Design a Wealth Management Data Model. Job Scenario • Managing relationships across family wealth portfolios.

Q: Module 4: Client & Household Management

Topics • Household Creation • Relationship Mapping • Family Relationships • Business Relationships • Beneficiary Management • Trusted Contacts • Joint Account Management • Customer Segmentation • Relationship Hierarchies Assignment • Configure household relationships. Job Scenario • Managing high-net-worth family accounts.

Q: Module 5: Financial Account Management

Topics • Banking Accounts • Savings Accounts • Current Accounts • Loans • Mortgages • Investment Accounts • Insurance Products • Credit Cards • Account Ownership Models Project • Financial Product Management System. Job Scenario • Tracking customer financial portfolios.

Q: Module 6: Wealth Management & Advisory Services

Topics • Financial Goals • Investment Planning • Portfolio Management • Client Risk Profiling • Retirement Planning • Advisory Workflows • Financial Reviews • Client Engagement Plans Assignment • Create financial planning workflows. Job Scenario • Wealth advisor managing multiple client portfolios.

Q: Module 7: Banking CRM Processes

Topics • Lead Management • Customer Acquisition • Loan Origination • Customer Service • Opportunity Management • Financial Product Cross-Selling • Customer Retention • Branch Relationship Management Project • Retail Banking CRM Solution. Job Scenario • Improving loan conversion rates.

Q: Module 8: Insurance CRM Processes

Topics • Policy Management • Claims Tracking • Insurance Opportunities • Customer Lifecycle Management • Policy Renewals • Agent Management • Insurance Service Requests • Customer Retention Project • Insurance Customer Service Portal. Job Scenario • Managing policy renewals and claims.

Q: Module 9: Service Cloud Integration

Topics • Case Management • Omni-Channel Support • Service Console • Knowledge Base • SLA Management • Escalation Processes • Customer Support Automation Assignment • Configure customer complaint management. Job Scenario • Resolving high-priority banking complaints.

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