Financial Services Cloud Discovery to Solution in 60 Minutes

This masterclass is designed to provide essential skills to effectively run a Salesforce Financial Services Cloud (FSC) discovery session. Participants will learn about key product features, how to identify and address industry-specific requirements, and apply best practices in solution design. Additionally, the course will guide learners on creating a compelling FSC proposal or solution in under 30 minutes

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  • New AI Skills
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Neeraj Patni

Program Architect

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Duration

60 Minutes

What’s included in the session:

  • Running a FSC Discovery Session
  • Understanding Key Product Features
  • Identifying Industry-Specific Requirements
  • Applying Solution Design Best Practices
  • Creating a Compelling Proposal in Under 30 Minutes
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