Salesforce Financial Services Cloud (FSC) Bootcamp is here. In this FREE Salesforce session, we will discuss what is Financial Services Cloud, what are its key feature offerings, where can it be used, and more. These sessions are technical training sessions on Salesforce Financial Services Cloud (FSC).
If you are curious about Salesforce Financial Services Cloud (FSC), join to learn more from the very best in the industry Scott Grabo - Principal at Slalom and Walter Worley - Consultant at Slalom.
Note: Please make sure to RSVP to Both event links to get access to attend the sessions.
Part 1: March 9th, 2022
Speaker: Scott Grabo
• FSC Introduction: Market orientation and industry update of FSC.
• Relationship groups
• Aggregations for DPE
• Security Record sharing supported by Compliance Data sharing
• Third-Party App - nCino, Fiserv, Etc.
Part 2: March 10th, 2022
Speaker: Walter Worley
• Referral management
• Action plans
• Life events
• Orchestrator - Future
• Interaction summaries
• Reporting and Dashboards: Baseline set of tableau analytics