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Extend Financial Services Cloud with Other Salesforce Products
Use other Salesforce products with Financial Services Cloud.
- Flow Builder for Financial Services Cloud
For Financial Services Cloud, Salesforce provides different sets of pre-assembled flows that are tailored to meet specific business needs. These sets of flows include mortgage, insurance, and retail banking flows. With Financial Services Cloud, you get the mortgage flows, by default. However, to get the insurance and retail banking flows, you must install the Lightning Flow for Financial Services Cloud package. The flows are installed as standard flow templates. You can clone the templates to customize them according to your business processes. - Guidelines for Salesforce for Outlook
If your firm uses Salesforce for Outlook, consider these guidelines when syncing contacts, events, tasks, and email. - Financial Services Cloud in the Salesforce Mobile App
Boost user productivity by including Financial Services Cloud features in the Salesforce Mobile App.
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