Connect with Customers Using Financial Services Cloud
Offered By: Salesforce via Trailhead
Course Description
Overview
Use Financial Service Cloud features to collaborate with your customers.
- Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.
- Learn how the insurance platform can help deliver connected customer experiences.
- Deliver connected customer experiences with the insurance platform.
- Use the insurance data model to plan, manage, and track your insurance business.
- Help financial advisors and wealth managers gain a holistic view of client portfolios.
- Share confidential client data in a secure and compliant manner.
- Use Interaction Summaries to capture and share structured meeting notes.
- Customize field sets and custom metadata types to support customers better.
- Get a 360-degree view of customer relationships with contextual actions.
- Manage your branches and track their performance with Branch Management.
Syllabus
- Mortgage Mastery with Financial Services Cloud
- Say Hello to Mortgages for Financial Services Cloud
- Set Up Basic User Access to Mortgage Features
- Set Up Advanced User Access to Mortgage Features
- Set Up Borrower Access to Mortgage Applications in Experience Cloud Sites
- Enable Document Tracking and Approvals
- 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
- Insurance for Financial Services Cloud Admin Essentials
- Say Hello to Insurance for Financial Services Cloud
- Get Started with Admin Essentials
- Set Up Advanced Access to Insurance Features
- Enable Distributor Performance Management
- Set Up Producers
- Set Up a Portal for Independent Insurance Agents
- Insurance for Financial Services Cloud Data Model Basics
- Get to Know the Insurance Data Model
- Explore Insurance Policy Coverage, Assets, and Transactions
- Relate Producers, Policies, and Legal Entities
- Say Hello to Insurance Claims
- Understand Your Clients to Serve Them Better
- Record Rollups in Financial Services Cloud
- Meet Record Rollups
- Configure Record Rollups
- Compliant Data Sharing in Financial Services Cloud
- Get Started with Compliant Data Sharing
- Set Up Compliant Data Sharing
- Set Up Participants
- Set Up a Financial Deal Record
- Interaction Summaries in Financial Services Cloud
- Learn About Interaction Summaries
- Set Up Interaction Summaries
- Work with Interaction Summaries
- Financial Services Cloud Setup Essentials
- Improve User Experience with Field Sets
- Deliver Additional Features with Custom Metadata Types
- Actionable Relationship Center in Financial Services Cloud
- Get Started with Actionable Relationship Center
- Set up Actionable Relationship Center
- Set up CDS and ERI
- Take Action With Actionable Relationship Center
- Branch Management in Financial Services Cloud
- Get Started with Branch Management
- Prepare Your Org for Branch Management
- Set Up Branch Units and Bankers
- Prepare Your Org for Record Association Builder
- Bank with Branch Management
Tags
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