Requirements
- Basic computer skills + comfort using web apps
- Understanding of CRM basics (leads, accounts, cases) is helpful
- Any Salesforce Admin fundamentals (recommended, not mandatory)
- BFSI domain exposure (banking/insurance/wealth) is a plus
- Laptop + stable internet (for practice org, assignments, projects)
Features
- Live Project-Based Training
- Expert-Led Sessions
- Flexible Learning Options
- Interactive Learning
- Smart Labs with Advanced Equipment
- Unlimited Lab Access
- Comprehensive Study Material
- Globally Recognized Certification
Target audiences
- Freshers targeting Salesforce Admin / Functional roles
- Salesforce Admins moving into Financial Services Cloud
- Business Analysts / CRM Analysts in BFSI
- Banking, Insurance, Wealth Ops professionals shifting to CRM/Tech
- Implementation/Support professionals and QA testers in Salesforce projects
- Team leads/PMs who need FSC process clarity for delivery
If you work in banking, insurance, or wealth management, you can’t run customer journeys on generic CRM setups. Financial Services Cloud (FSC) gives you the right data model, compliance-friendly processes, and relationship views—and our Salesforce FSC Training is built around those day-to-day realities.
In this Salesforce FSC Training, you’ll configure person accounts and households, model financial accounts, policies, and referrals, and set up relationship maps that advisors can trust. You’ll build practical workflows: onboarding with KYC checkpoints, case handling with approvals, and opportunity stages for lending or investment products. We also show how to keep data clean with validation rules and simple governance, because FSC implementations fail when data gets messy.
You won’t just “learn features.” You’ll practise scenarios like: creating an action plan for new client onboarding, tracking a life event and updating next steps, and producing dashboards that flag pipeline risk or service backlog. By the end of this Salesforce FSC Training, you’ll be comfortable explaining the FSC architecture, setting secure profiles and permission sets, and automating work with Salesforce Flow.
This Salesforce FSC Training from Ascents Learning suits both freshers and working pros who want an FSC admin or consultant track. Call +91-921-780-6888 or visit www.ascentslearning.com
to join the next batch.
Curriculum
- 14 Sections
- 0 Lessons
- 10 Weeks
- Module 1: FSC + BFSI Process Basics0
- Module 2: Salesforce Platform Refresher (Must-Know)0
- Module 3: Person Accounts + Households0
- Module 4: Relationship Management (FSC Core)0
- Module 5: FSC Data Model – Financial Accounts0
- Module 6: Lead, Referral, and Opportunity for BFSI0
- Module 7: Client Onboarding & KYC Process0
- Module 8: Service Setup for FSC (Cases & Console)0
- Module 9: Security, Sharing & Compliance0
- Module 10: Automation with Salesforce Flow0
- Module 11: OmniStudio / Guided Processes (Intro)0
- Module 12: Reports, Dashboards & FSC Insights0
- Module 13: Data Management & Quality0
- Module 14: Deployment + Capstone Project0