Data Cloud for Financial Services Cloud connects and integrates client data to give
financial institutions a unified view of their client. It provides you with a number
of capabilities to unify and activate data across channels, such as interaction,
behavioral, and transactional data.
Required Editions
Financial Services Cloud is available in
Lightning Experience.
Available in:
Professional, Enterprise, and
Unlimited editions
Note
To use Data Cloud for Financial Services Cloud components (financial data model, data
mappings, data streams, calculated insights, FSCDataCloudShowIncomeExpenses Flexcard, and
FSCDataCloudCashFlowByCategory Flexcard), you must have the FSC Intelligence SKU. Contact
your Salesforce account manager for more information.
When you are ingesting data from more than one source, avoid key conflicts with your
ingested data in Data Cloud by using Fully Qualified Keys (FQK).
To help you get started, these features enhance the Data Cloud experience:
Financial Services Cloud data model
Prebuilt data mappings and data streams from Financial Services Cloud to
Data Cloud.
Calculated insights to learn more about your customers calculate
multidimensional metrics such as total monthly expenses and
financial account balance net worth.
Visualized insights show data in Flexcards to understand client income, expenditures, and
net worth. The data is based on calculated insights and trends from Data Cloud. Salesforce
and Data Cloud must be on the same org to display data on the Flexcards.
View Visualized Insights in Salesforce View calculated insights data in Salesforce using Flexcards. View client transaction data in pre-configured Flexcards that contain clickable actions that change according to the context in which they appear and based on the information that they contain. To display data on the Flexcards, Salesforce and Data Cloud must be on the same org.
Data Cloud for Financial Services Cloud Flexcards and Related Components The Data Cloud for Financial Services Cloud Omnistudio components display calculated insights data in Salesforce. They let users view client transaction data in pre-configured Flexcards. These components consist of Flexcards and Integration Procedures.
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