Structure Your Data in Financial Services Cloud

Gain control over your financial services data so you can connect with your customers at every touchpoint.

• Structure your financial services data with objects, fields, and relationships.
• Use the insurance data model to plan, manage, and track your insurance business.
• Use data blocks to achieve your specific business goals.

• 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
• 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
• Salesforce Scheduler Data Model
• Get Started with Salesforce Scheduler Data Model
• Discover Service Territories, Members, and Skills
• Explore Appointment Topics and Templates