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Get Started With Service Process Automation for Financial Services Cloud

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Get Started With Service Process Automation for Financial Services Cloud

Service Process Automation lets you deploy prebuilt service processes for common service requests with ease. By using Service Process Studio, you can build a process quickly with low code or no code. With Data Consumption Framework, you can make API calls to external banking systems with high-performance integrations. Service Process Automation offers features beyond what Service Cloud already provides.

Use these resources to learn about the features and plan your implementation—there’s no need to set things up just yet. Plan to spend some time exploring the links on this page.

Play button in a circle

Get Oriented

What is Financial Services Cloud for Retail Banking?

What is Financial Services Cloud for Wealth Banking?

Trailhead: Service Process Studio for Financial Services

Video: Watch a Demo

Create a Preconfigured Trial Org With Sample Data

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Dive In: Learn About Recommended Core Features

Administrators and Developers

Design Customer Service Processes Easily With Service Process Studio

Trailhead: Build Guided Experiences with OmniStudio

Set Up Integrations to External Banking Systems with Integration Definitions

Trailhead: Automate Complex Decision Making to Streamline Business Processes

Service Agents and Customers

Get to Know the Prebuilt Retail Banking Services Processes for Financial Services Cloud

Get to Know the Prebuilt Wealth Management Services Processes for Financial Services Cloud

Initiate a Service Process From a Self Service Portal

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Go Deeper: Learn About Features for Specific Business Needs

Customer Onboarding and Service

Collect and Validate Customer Data With Discovery Framework

Automate Repeatable Client-Engagement Tasks With Action Plans

Understand Customer History by Using Timeline

Get a 360-Degree View of Financial Accounts of Your Customers

Surface Issues That Need Attention by Using Record Alerts

Search for and Launch an Service Process Action Easily

Orchestrate a Stage Management Plan for a Service Process

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Extend Further: Learn About Additional Capabilities & Add-Ons

Deliver Engaging, Personalized Customer Support With Service Cloud

Trailhead: Set Up Templates for Generating Business Documents with OmniStudio Document Generation

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Get Ready for Your Implementation

Install the Financial Services Cloud Packages

Install or Upgrade the OmniStudio Package

Set Up Permissions for Financial Services Cloud

Set Up and Manage Retail Banking

Set Up and Manage Wealth Banking

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Know Your Resources & Get Help

Trailhead: Financial Services Cloud Trailmix

Financial Services Cloud Developer Guide

Trailblazer Community: Financial Services Cloud

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