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Request a Partner Demo of Salesforce Financial Services Cloud

Fecha de publicación: Jul 30, 2025
Descripción

NOTE: This article provides Partners with information on how to obtain the latest Financial Services Cloud demo. 

Financial Services Cloud provides the powerful tools you need to stay connected with clients in real-time, nurture deeper relationships, and take your productivity and business growth to the next level. 

Solución

Partners can access the Financial Service Cloud Learning path and demo via the Financial Services Cloud Chatter Group in the Partner Community.


Prerequisites

1. An Environment Hub. This is needed if you choose to create the Partner Developer Org with the Financial Service Cloud Trialforce template.
2. Partner Training access. Access is typically granted with a username similar to name@partnertraining.com. Create a Partner Training username here. If your Partner Training username exists, it's displayed in the top-right corner of the page. 
3. Complete Learning Paths below. 


Learning Path (requires Partner Training login):

  1. Access the training catalog using the URL: https://partners.salesforce.com/ (Login using your name@partnertraining.com username).
  2. Search for the training: "Financial Services Cloud Foundational Learning for Partners".
  3. Add it to your In Progress training list.


After completing the learning paths, request a demo in the Financial Services Cloud Chatter Group in the Partner Community.

Recursos adicionales

Select the tab, "What You Need to Know" in the Financial Services for Partners site to see learning options.

Número del artículo de conocimiento

000383526

 
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Salesforce Help | Article