Inspire Customer Loyalty with Financial Services Cloud

Discover how Financial Services Cloud helps you deliver personalized wealth management.

• Learn how to use Financial Services Cloud and customize it for your business.
• Learn how to set up Financial Services Cloud for your unique business.
• Structure your financial services data with objects, fields, and relationships.
• Prioritize relationships across lines of business with referral management.
• Learn about the Salesforce release cycle and how to prepare your org for a new release.
• Understand what Experience Cloud sites are, enable them in your org, and create your first site.
• Learn how to deliver consistent and compliant client engagement experiences.

• Financial Services Cloud Basics
• Get Started with Financial Services Cloud
• Use Data to Get the Big Picture About Your Customers
• Learn How Tableau CRM Makes You More Productive
• Financial Services Cloud Customization
• Find Your Way Around Financial Services Cloud
• Optimize Home and Client Pages
• Build Dashboards and Reports with Tableau CRM
• Financial Services Cloud Data Modeling
• Learn About the Financial Services Cloud Data Model
• Work with Records
• Create Object Relationships
• Explore Financial Accounts and Other Objects
• Intelligent Referrals and Scoring with Financial Services Cloud
• Learn About Referrals
• Get Started with Referrals in Your Org
• Supercharge Cross-Team Collaboration
• Track Referral Activity and Your Top Referrers
• Financial Services Cloud Release Readiness
• Understand the Financial Services Cloud Release Process
• Test New Releases in a Sandbox
• Experience Cloud Sites in Financial Services Cloud
• Get Started with Experience Cloud
• Create an Experience Cloud Site and Make It Secure
• Action Plans in Financial Services Cloud
• Learn About Action Plans
• Prepare Your Org for Action Plans
• Set Up Action Plans for Lightning Experience
• Configure Business Hours, Working Days, and Roles
• Take Action Plans for a Spin
• Clone and Distribute Action Plan Templates
• Set Up Action Plans in Partner Experience Cloud Sites