Classroom image for Class  - Salesforce Financial Services Cloud in  on

Training Class

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

Course Overview

The Financial Services Cloud (FSC) class prepares students for the Financial Services Cloud Accredited Professional accreditation. This is the only hands-on, instructor-led Financial Services Cloud class currently available.   

Stony Point's Financial Services Cloud training course is recommended for individuals with experience administering and configuring Salesforce who want to become proficient with Financial Services Cloud. Some exposure to Financial Services Cloud is desirable.

The course will cover the following topics:

  • Financial Services Cloud Administration & Implementation Best Practices
  • Households, FSC Relationships and Roll-up Summary Rules
  • Life Events and Business Milestones
  • Referral Management
  • Action Plans and Document Checklists
  • Flows
  • Financial Goals
  • Actionable Relationship Center

As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment after the class without any additional fee. 

Recommended Prerequisites


  • In-person
  • Virtual
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