CLOUD COMPUTING - SALESFORCE

★★★★★

(2,095 ratings) 50,000+ Student

SALESFORCE FINANCIAL SERVICES CLOUD (FSC)

The Salesforce Financial Services Cloud (FSC) course is designed for professionals who want to manage customer relationships and business processes in the banking, insurance, and wealth management sectors using Salesforce. The training covers client onboarding, financial account management, relationship management, case handling, service automation, compliance, and industry-specific CRM workflows through hands-on projects and real-world scenarios. Students learn how financial organizations use Salesforce FSC to deliver personalized customer experiences and improve operational efficiency. This course is ideal for Salesforce administrators, consultants, CRM professionals, banking and insurance experts, wealth management consultants, business analysts, and developers looking to build expertise in financial services CRM solutions.

Radical Technologies

50,000+ English 40 hours Weekdays / Weekends Classroom / Online / Corporate

Online / Classroom

IT Training Programme

Duration 40 hours

Batch Type Weekdays / Weekends

Mode of Training Classroom / Online / Corporate

Locations Pune, Bangalore, Kochi

Language English

Certification Globally Recognized

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100% placement assistance

What you'll learn

Understand core concepts and architecture from the ground up

Get hands-on with the tools used by working professionals

Build real-world projects you can add to your portfolio

Learn industry best practices and coding standards

Practice with real datasets and real-world scenarios

Prepare for certification and technical interviews

Work on collaborative, team-based exercises

Apply performance tuning and optimization techniques

Understand how the technology fits into a larger ecosystem

Complete assignments reviewed by mentors

Programme Overview

21 sections covering the complete curriculum — a single, progressive learning arc.

40 hours

Training Duration

Core Modules

218

Total Lessons

4.4★

Average Rating

50K+

Students Trained

Foundations & Core Concepts

Get hands-on with the fundamentals and architecture — the building blocks for everything that follows.

Fundamentals Architecture Setup

Hands-On Practical Training

Work through real exercises and assignments designed to mirror what you will do on the job.

Practicals Assignments Labs

Real-World Projects

Apply what you have learned to end-to-end projects that go straight into your portfolio.

Projects Portfolio Case Studies

Advanced Techniques

Go beyond the basics with advanced concepts, integrations and production-grade practices.

Advanced Integration Best Practices

Ecosystem Integration

Understand how this technology connects with the broader tools and platforms used in the industry.

Ecosystem Tools Platforms

Performance & Interview Prep

Master optimization techniques and prepare for the technical interview questions employers actually ask.

Optimization Interview Prep Certification

Who is this programme for?

Whether you're already writing code, working with data, or supporting applications today — this programme is built to take you into a CLOUD COMPUTING - SALESFORCE role.

Software Developers

Engineers who want to add this skill set to their toolkit

Analysts & Consultants

Professionals moving into a more technical, hands-on role

IT Professionals

System admins and support engineers upskilling into a new domain

Fresh Graduates

CS/IT graduates aiming for a job-ready technical role

Course Curriculum

21 sections • 218 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Target Audience

• Salesforce Administrators

• Salesforce Consultants

• CRM Professionals

• Banking & Financial Services Professionals

• Insurance Domain Professionals

• Wealth Management Consultants

• Salesforce Developers

• Business Analysts

02 Module 1: Introduction to Salesforce Financial Services Cloud

Topics

• Financial Services Industry Overview

• Salesforce FSC Architecture

• FSC Data Model

• Banking, Insurance & Wealth Management Use Cases

• Household Management

• Financial Accounts

• Client Relationships

• Person Accounts

• Business Accounts

• FSC Licensing Overview

Assignment

›• Analyze a retail banking customer journey.

Job Scenario

›• Understanding customer relationship management in banking.

03 Module 2: Salesforce Platform Fundamentals

Topics

• Salesforce Navigation

• Objects and Fields

• Standard Objects

• Custom Objects

• Profiles and Roles

• Permission Sets

• Record Types

• Page Layouts

• Validation Rules

• Approval Processes

Project

• Configure a Financial Advisor Workspace.

Assignment

›• Create customer onboarding forms.

04 Module 3: Financial Services Cloud Data Model

Topics

• Person Accounts

• Households

• Financial Accounts

• Financial Goals

• Assets and Liabilities

• Insurance Policies

• Relationship Groups

• Referrals

• Client Profiles

• Financial Holdings

Project

• Design a Wealth Management Data Model.

Job Scenario

›• Managing relationships across family wealth portfolios.

05 Module 4: Client & Household Management

Topics

• Household Creation

• Relationship Mapping

• Family Relationships

• Business Relationships

• Beneficiary Management

• Trusted Contacts

• Joint Account Management

• Customer Segmentation

• Relationship Hierarchies

Assignment

›• Configure household relationships.

Job Scenario

›• Managing high-net-worth family accounts.

06 Module 5: Financial Account Management

Topics

• Banking Accounts

• Savings Accounts

• Current Accounts

• Loans

• Mortgages

• Investment Accounts

• Insurance Products

• Credit Cards

• Account Ownership Models

Project

• Financial Product Management System.

Job Scenario

›• Tracking customer financial portfolios.

07 Module 6: Wealth Management & Advisory Services

Topics

• Financial Goals

• Investment Planning

• Portfolio Management

• Client Risk Profiling

• Retirement Planning

• Advisory Workflows

• Financial Reviews

• Client Engagement Plans

Assignment

›• Create financial planning workflows.

Job Scenario

›• Wealth advisor managing multiple client portfolios.

08 Module 7: Banking CRM Processes

Topics

• Lead Management

• Customer Acquisition

• Loan Origination

• Customer Service

• Opportunity Management

• Financial Product Cross-Selling

• Customer Retention

• Branch Relationship Management

Project

• Retail Banking CRM Solution.

Job Scenario

›• Improving loan conversion rates.

09 Module 8: Insurance CRM Processes

Topics

• Policy Management

• Claims Tracking

• Insurance Opportunities

• Customer Lifecycle Management

• Policy Renewals

• Agent Management

• Insurance Service Requests

• Customer Retention

Project

• Insurance Customer Service Portal.

Job Scenario

›• Managing policy renewals and claims.

10 Module 9: Service Cloud Integration

Topics

• Case Management

• Omni-Channel Support

• Service Console

• Knowledge Base

• SLA Management

• Escalation Processes

• Customer Support Automation

Assignment

›• Configure customer complaint management.

Job Scenario

›• Resolving high-priority banking complaints.

11 Module 10: Sales Cloud Integration

Topics

• Opportunity Management

• Sales Processes

• Product Management

• Sales Forecasting

• Territory Management

• Lead Conversion

• Sales Pipeline Management

Project

• Banking Sales Automation Solution.

Job Scenario

›• Managing investment product sales.

12 Module 11: FSC Automation

Topics

• Flow Builder

• Approval Processes

• Workflow Rules

• Assignment Rules

• Escalation Rules

• Process Automation

• Business Process Automation

Assignment

›• Automate customer onboarding.

Job Scenario

›• Reducing onboarding time from days to hours.

13 Module 12: Reports & Dashboards

Topics

• Banking Dashboards

• Wealth Management Reports

• Client Portfolio Reports

• Household Analytics

• Advisor Performance Metrics

• Opportunity Dashboards

• Executive Reporting

Project

• Executive Financial Services Dashboard.

Job Scenario

›• Presenting portfolio performance to leadership.

14 Module 13: Compliance & Security

Topics

• Financial Industry Compliance

• KYC Processes

• AML Concepts

• Role-Based Security

• Data Protection

• Audit Trails

• Regulatory Reporting

Assignment

›• Implement compliance controls.

Job Scenario

›• Meeting regulatory audit requirements.

15 Module 14: Integrations

Topics

• REST APIs

• SOAP APIs

• Core Banking Integration

• Insurance System Integration

• Third-Party Financial Applications

• MuleSoft Overview

• Data Synchronization

Project

• Integrate FSC with Core Banking System.

Job Scenario

›• Synchronizing customer account data.

16 Module 15: Data Migration & Deployment

Topics

• Data Loader

• Data Import Wizard

• Data Cleansing

• Data Transformation

• Sandbox Management

• Change Sets

• Release Management

• Deployment Best Practices

Assignment

›• Migrate customer data into FSC.

Job Scenario

›• Large-scale banking CRM migration.

17 Module 16: FSC Consultant Activities

Topics

• Requirement Gathering

• Financial Process Mapping

• Fit-Gap Analysis

• Solution Design

• Configuration Workshops

• User Acceptance Testing (UAT)

• Go-Live Planning

• Hypercare Support

Project

• End-to-End FSC Implementation.

Job Scenario

›• Implementing FSC for a private banking organization.

18 Capstone Projects

Project 1: Retail Banking CRM Implementation

• Customer Onboarding

• Loan Management

• Financial Accounts

Project 2: Wealth Management Platform

• Household Management

• Financial Goals

• Portfolio Tracking

Project 3: Insurance Customer Management System

• Policy Management

• Claims Management

• Customer Service

Project 4: Financial Advisor Workspace

• Relationship Management

• Opportunity Tracking

• Portfolio Reviews

Project 5: Private Banking Solution

• High-Net-Worth Customer Management

• Investment Advisory

• Financial Planning

19 Real-Time Job-Oriented Scenarios

Banking Scenarios

›• Customer onboarding workflow automation.
›• Loan application processing.
›• Cross-selling financial products.
›• Managing customer portfolios.

Wealth Management Scenarios

›• Family household relationship management.
›• Investment portfolio tracking.
›• Financial goal monitoring.

Insurance Scenarios

›• Policy renewal management.
›• Claims processing workflows.
›• Agent performance tracking.

Service Scenarios

›• Customer complaint resolution.
›• Case escalation management.
›• Service-level agreement monitoring.

Compliance Scenarios

›• KYC verification workflows.
›• AML monitoring.
›• Audit and regulatory reporting.

20 Assignments Included

• 50+ FSC Configuration Assignments

• 25+ Banking CRM Exercises

• 20+ Wealth Management Scenarios

• 20+ Insurance Process Exercises

• 20+ Automation Tasks

• 15+ Integration Assignments

• 15+ Reporting & Dashboard Exercises

• 10+ Data Migration Activities

21 Target Job Roles

• Salesforce Financial Services Cloud Consultant

• Salesforce FSC Administrator

• Salesforce FSC Business Analyst

• Salesforce FSC Functional Consultant

• Salesforce Banking CRM Consultant

• Salesforce Wealth Management Consultant

• Salesforce Insurance Consultant

• Salesforce Solution Consultant

• Salesforce FSC Architect

Tools & Technologies

Every tool listed here is installed, configured and used in a hands-on lab session.

Core Tools

Hands-On Labs

Practical Environment

Industry-Standard Tools

Real-World Setup

Guided Exercises

Skill Building

Sample Datasets

Practice Material

Practice & Projects

Mini Projects

Applied Practice

Assignments

Mentor Reviewed

Doubt Sessions

Live Support

Career Readiness

Resume Building

Career Support

Mock Interviews

Interview Prep

Certification Prep

Global Recognition

Deployment & Delivery

Production Practices

Real-World Ready

Best Practices

Industry Standards

218+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn SALESFORCE FINANCIAL SERVICES CLOUD (FSC). You ship it.

Three major projects, each mirroring how production teams actually work — from guided foundations to a portfolio-ready capstone.

PROJECT // 01

Guided Foundation Project

→Requirement Analysis

→Guided Implementation

→Mentor Review

→Iteration

Foundation Beginner

Apply the fundamentals in a structured, mentor-reviewed project

Take the core concepts from the first half of the curriculum and apply them to a realistic scenario, with guidance and feedback from your mentor at every step.

Structured project brief

Step-by-step implementation

Mentor feedback and review

Documented outcome

Stack Core Concepts Best Practices

PROJECT // 02

Applied Practice Project

→Scenario Design

→Independent Build

→Testing & Validation

→Peer Review

Applied Intermediate

Build a more independent project mirroring real production scenarios

Work through a project that combines multiple concepts from the curriculum, closer to how work is actually structured on the job — less hand-holding, more ownership.

End-to-end implementation

Testing and validation

Documentation

Peer/mentor review

Stack Applied Skills Testing

PROJECT // 03

Capstone Project

→Planning

→End-to-End Build

→Review & Refinement

→Presentation

Capstone Advanced

Take a project from requirements to a polished, portfolio-ready deliverable

Your final project — plan, build, test and present a complete solution using everything covered in the curriculum, reviewed by mentors before you graduate.

Complete working solution

Presentation-ready documentation

Mentor sign-off

Portfolio-ready deliverable

Stack Full Curriculum Portfolio

All 3 projects go directly into your portfolio & resume — reviewed by mentors before you graduate.

See Sample Project Reports

Upcoming Batches

No upcoming batches scheduled right now. Enquire to get notified.

Why Radical Technologies

Live Online Training

Highly practical oriented training
Installation support on your system
24/7 Email and Phone support
100% Placement Assistance
Global Certification Preparation
Trainer-Student Interactive Portal
Assignments and Projects by Mentors

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Live Classroom Training

Weekend / Weekdays / Morning / Evening batches
80:20 Practical and Theory ratio
Real-life Case Studies
Easy make-up for missed sessions
PSI | Kryterion | Redhat Test Centers
Lifetime Video Classroom Access (coming soon)
Resume Prep and Mock Interviews

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Self-Paced Training

Learn 300+ courses at your own time
50,000+ Satisfied Learners
Course Completion Certificate
Practical Labs available
Mentor Support available
Doubt Clearing Session available
10% Discounted Global Certification

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Global Certification

Radical Technologies is the leading IT certification institute in Pune, offering globally recognized certifications across various domains. With expert trainers and comprehensive materials, we ensure students gain in-depth knowledge and hands-on experience to excel in their careers. Our certification programs are tailored to meet industry standards — from cloud technologies to data science — empowering individuals to stay ahead in the ever-evolving tech landscape.

Career Services

At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalised resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career.