Salesforce Financial Services Cloud (FSC) Bootcamp - Part 2

About this event

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.

This is a 2-day event:

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

• Householding

• 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



Group Leaders

  • Gurleen Singh

    Gurleen Singh


    Community Group Leader

  • Joan Strahler

    Joan Strahler

    SaaS Ascend

    Community Group Leader

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud