This module covers essential concepts related to householding in Salesforce Financial Services Cloud, including balance rollups, primary groups, and relationship configurations. Learners will gain practical knowledge on managing household data, analyzing relationship structures, and optimizing backend data models for financial services.

This module covers how to effectively track life events, business milestones, and client interests using Salesforce Financial Services Cloud. Learners will gain skills in leveraging interest tags and tag categories to enhance client profiling and personalization strategies.

This module covers the essential concepts and practical skills for managing lead referrals in Salesforce Financial Services Cloud. Learners will gain an understanding of how to handle, route, and convert referrals using the lead object, with a focus on internal and external referral processes.

This module covers the creation and use of action plans and templates in Salesforce Financial Services Cloud, focusing on task automation, document tracking, and workflow compliance. Learners will gain hands-on experience with configuring and applying these tools to streamline processes. The module emphasizes practical implementation and real-world application within financial services environments.

This module explores the core features and functionalities of the Actionable Relationship Center in Salesforce Financial Services Cloud. Learners will gain an understanding of relationship visualization, reciprocal roles, and association types, along with practical skills through a hands-on demo and knowledge check.

This module explores the functionality and practical application of the Action Launcher in Salesforce Financial Services Cloud. Learners will gain hands-on experience with configuring and deploying actions to streamline service agent workflows. The content includes best practices and real-world use cases.

This module provides an in-depth look at using Data Mapper and FlexCards in Salesforce Financial Services Cloud to create and manage guided interactions. Learners will gain practical skills in designing efficient data workflows and enhancing user experiences through interactive components.

This module provides an in-depth look at using OmniScript in Salesforce Financial Services Cloud, covering integration procedures, data mappers, and how to build interactive, multi-step forms. Learners will gain the skills to create and configure OmniScripts that streamline data integration and user workflows.

This module explores the implementation of intelligent document automation and data privacy practices within Salesforce Financial Services Cloud. Learners will gain practical skills in setting up automated workflows, managing legal and data use policies, and testing authorization processes to ensure compliance and efficiency.

This module covers the fundamentals of the Business Rule Engine in Salesforce Financial Services Cloud, including creating lookup tables, working with expression sets, and integrating them into screen flows and OmniScripts. Learners will gain hands-on skills in automating business logic for financial applications.

This module covers the configuration and management of record alerts in Salesforce FSC, including building expression sets, creating lookup tables, and using flows for automation. Learners will gain hands-on skills in setting up automated alerts for financial account scenarios.

This module provides a comprehensive overview of the Financial Services Cloud timeline in Salesforce, covering its key components, setup, and practical applications. Learners will gain hands-on experience with its features and understand how to configure and use it effectively. The content includes functional aspects, data sources, and user capabilities.

This module teaches learners how to effectively manage client complaints using Salesforce Financial Services Cloud. It covers key processes, automation features, and regulatory considerations involved in complaint management. Learners will gain practical skills through hands-on demonstrations and knowledge checks.

This module provides learners with the skills to manage financial deals within the Salesforce Financial Services Cloud. It covers creating and enabling deal management settings, as well as handling interactions and summaries. Learners will gain hands-on experience through practical examples.