| Key Salesforce Financial Services Business Challenges |
The Salesforce Financial-Services-Cloud exam covers key financial services business challenges, including regulatory compliance, customer loyalty crisis, the rise of tech-savvy competitors, and dealing with isolated data and outdated systems. |
| Key Salesforce Financial Services Cloud Features |
The topic includes an exploration of key Salesforce Financial Services Cloud features such as the Financial Services data model and console, Relationship Builder and Map, Person and Business Accounts, Financial Account data and rollups, and Cases and Alerts. |
| Financial Services Cloud Concepts |
This topic of the Salesforce Financial-Services-Cloud exam include understanding the differences between person accounts and individual accounts, household and group account structures, and mastering relationship mapping using Account-Contact Relationship (ACR). It also focuses on Financial Account, Financial Account Transaction, Charges and Fees, Card, and Financial Holding. |
| Implementation and Configuration |
The focus of this topic is on configuring sharing rules and role hierarchies, utilizing insurance flow templates, setting up business hours and holidays for operations, and effectively reporting on interest tags to streamline financial services operations and client interactions. |
| Manage Platform Administration |
Int this section of the exam, the focus is given to Administer financial services clouds, networks, instances, and users.
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| Develop Relationship Data Models |
In this section of the exam, the focus is on how to design schemas and implement roll-ups for relationship and account data.
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| Implement Life Events |
In this section of the exam, the focus is on how to configure and integrate life events such as opening accounts or applying for loans.
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| Create Action Plans |
This module of the exam covers how to design, build, and automate action plans for engagements and campaigns.
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| Manage Referrals |
In this section of the exam, the focus is on how to track leads, referrals, and campaigns using engagement tools.
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| Approve Documents |
In this section of the exam, the focus is on how to set up document requirements, approval workflows, and audit trails.
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| Analyze Business Performance |
This module of the exam covers how to generate dashboards, reports, and analytics on key performance metrics.
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| Official Information |
https://trailhead.salesforce.com/content/learn/superbadges/superbadge-fsc-specialist |
