Financial Services Cloud

Relationships in Financial Services Cloud: Clients and Households

October 12, 2020October 23, 2020

Relationships. One would think that building a great relationship structure in Salesforce’s Financial Services Cloud would be less complex than maintaining relationships in person, but often it is not. Relationships in FSC require a bit of trial and error, defined business processes, and some patience. Having completed a dozen FSC implementations as of this writing, […]

Getting Started with Financial Services Cloud

January 29, 2018June 19, 2019

One of the best things about being a consultant is that I get to play with new Salesforce functionality that I wouldn’t otherwise be able to experience. As Salesforce continues to expand its reach with more vertical market solutions, an entirely new series of Salesforce functionality enters the community. Today, that’s Financial Services Cloud. Financial […]