Loading
HomeFinancial Services

Financial Services

Drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect.
41 docs
Help
Unify the financial services customer experience—both commercial and consumer—across channels, geographies, and lines of business.
Financial Services
Help
This kit shows lenders how to effectively manage the high volume of requests for loan modifications occasioned by the COVID-19 pandemic economy.
Financial Services
Help
To start using Financial Services Cloud managed package, complete the tasks in this guide.
Financial Services
Help
Connect frontline agents, back-office teams, and customers with flexible components that support policy administration, benefit administration, claims, and billing.
Additional Products+1
Help
Agentforce Revenue Management offers the features you need to create a unified system that manages and automates your revenue lifecycle.
Additional Products+5
Help
Make the most of your org with features available for use in multiple Industries clouds.
Additional Products+6
Help
Let users find and launch flows, flow orchestrations, OmniScripts, and quick actions directly from a page.
Additional Products+2
Help
Define tasks, documents, and other items to complete for repeatable business processes.
Additional Products+2
Help
View your customers’ relationships in an easy-to-navigate graph. Understand relationships among people and businesses by presenting them in interactive components.
Additional Products+2
Help
Batch Management helps companies optimize business processes that handle a high volume of standard and custom object records.
Additional Products+1
Help
Create business rules that perform complex lookups and calculations.
Additional Products+2
Help
Collections helps financial institutions and corporates to streamline their collection processes, reduce delinquencies, and maintain positive customer relationships.
Additional Products+1
Help
Configure advanced data sharing rules to improve compliance with regulations and company policies.
Additional Products+1
Help
Share and consume data for business applications and procedures.
Additional Products+1
Help
Salesforce Contracts allows customers to manage the end-to-end lifecycle of contracts. Control the sales process integration, contract management process, and contract lifecycle that starts from contract authoring to activation.
+2
Help
Cross-Object Field History empowers users to track and view change history across multiple related objects, making it easier to monitor and audit record changes. Users can monitor changes to records across related objects in a single view, eliminating the hassle of checking each record individually.
Additional Products+1
Help
Use CSV files to import large amounts of data into Salesforce objects.
Additional Products+1
Help
Access complete and current data from external systems without leaving Salesforce.
Additional Products+1
Help
Simplify complex data transformation and calculations at scale with Data Processing Engine. Make the transformed data actionable by writing results directly to objects, Data Cloud, and CRM Analytics.
Additional Products+2
Help
Define business rules and let decision tables decide the outcome. Decision tables automate the process of deciding a value for one or more object fields when there are multiple possible outcomes.
Additional Products+1
Help
Collect and validate customer information in compliance with your policies.
Additional Products+2
Help
Generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on from Microsoft Word and PowerPoint templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object.
Additional Products+2
Help
Manage, track, and approve customer documents.
Additional Products+1
Help
Discover critical relationships by exploring disparate data sources, from unstructured web pages, and structured information like Salesforce records.
Additional Products+1
Help
Streamline your contact center and customer service experience in your Industries product with Einstein Bot Templates, Engagement objects, and Einstein Summary.
Additional Products+1
Help
Understand and organize relationships between people and organizations in meaningful ways, such as households or other groups, and manage relationships by using standard objects.
Additional Products+2
Help
Verify the identity of a customer before you share any sensitive information with them.
Additional Products+2
Help
Integrate Industries Cloud apps with external systems.
Additional Products+1
Help
Extract customer information provided in PDFs and image files into preconfigured document records in Salesforce.
Additional Products+2
Help
Use optical character recognition to automatically extract data using your AWS account. Use the extracted information to create, update, or verify Salesforce records.
Additional Products+2
Help
Use optical character recognition to automatically extract data using Amazon Textract. Use the extracted information to create, update, or verify Salesforce records.
Additional Products+2
Help
Capture the interests or needs of your customers, clients, or constituents.
Additional Products+1
Help
Help users decide what needs attention. Scan records for notifications that show information from your system or from alerts that are stored in Salesforce.
Additional Products+1
Help
Create record rollup definitions and run them to aggregate records from multiple objects or groups.
Additional Products+1
Help
Sales Innovations for Industries Clouds offers powerful features to boost sales performance and improve your revenue.
Additional Products+1
Help
Design seamless customer service processes quickly and efficiently.
Additional Products+1
Help
Simplify the implementation of complex business processes with greater visibility and control. Define stage transition criteria, and create a transition plan for each stage of the business process workflow.
Additional Products+1
Help
Shows key events relating to a person or a resource in one place.
Additional Products+2
Help
Omnistudio provides a suite of services, components, and data model objects that combine to create Industry Cloud applications. Create guided interactions using data from your Salesforce org and external sources.
Additional Products+7
Help
Omnistudio for Managed Packages is a set of services, components, and custom data model objects for the Omnistudio managed package runtime to create Industry Cloud Apps.
+2
Help
Install or upgrade Omnistudio and Omnistudio for Managed Packages, including setting up permissions and changing settings for Omnistudio runtime and Metadata API support.
Additional Products+7
Loading
Salesforce Help | Financial Services