Learn to Work in Financial Services Cloud

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.

• 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