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Plan and Prepare for Your Financial Services Cloud Implementation
Review planning considerations before you plan your Financial Services Cloud implementation.
- Data Models for Financial Services Cloud
Learn how we’ve adapted the Salesforce data model to create a foundation for industries that require a structured, flexible B2C data model. New custom fields on the Account and Contact standard objects let us model clients. New custom objects let us model client financials, relationship groups, and more. - Create a Financial Services Cloud Trial Org and Explore
Explore Financial Services Cloud in a full-featured trial experience. - Considerations for Designing Your Financial Services Cloud Implementation
Plan ahead to make the transition easier for your user teams, partners, and clients. To ensure successful launch and adoption, determine how you want to support client interactions and services. - Financial Account Management Standard Objects
Use Financial Account and related objects without installing the Financial Services Cloud managed package. Gain greater control and flexibility over your data models, enabling seamless integration by using the Financial Account and related standard objects. - Transform the Individual Data Model to Person Accounts in Financial Services Cloud
Person accounts are the Salesforce platform solution for B2C activities. If you currently use the individual model in your Financial Services Cloud org, you can migrate to person accounts for a simplified, customizable user experience. Financial Services Cloud enables person accounts in trial orgs and new installations. - Financial Services Cloud Permission Set Licenses
Permission set licenses incrementally entitle users to access features that aren’t included in their user licenses. Users can be assigned any number of permission set licenses. Financial Services Cloud makes a number of permission sets licenses available. - Key Terms in Financial Services Cloud
Certain terms can have multiple meanings within a financial services context. It’s important to clarify what we mean when you encounter terms such as account or client in our app. - Custom Settings in Financial Services Cloud (Managed Package)
Custom settings enable you to alter the behavior of your Financial Services Cloud installation. - Prepare to Use Financial Services Cloud
To prepare to use Financial Services Cloud, complete the tasks in this section.
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