Financial Services Cloud Administrator Guide

Financial Services Cloud
Learn and Explore
Plan and Prepare
Set Up and Manage Subverticals
Set Up and Manage Common Capabilities
Set Up and Manage Add-Ons
Extend Financial Services Cloud
Work with Data in Financial Services Cloud
Financial Services Cloud Availability and Limitations
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Financial Services Cloud

Built on the world’s #1 CRM platform, Financial Services Cloud enables financial services institutions to build trust by unifying the customer experience across channels, geographies, and lines of business—both commercial and consumer. Purpose-built industry functionality and the capabilities of Sales Cloud and Service Cloud enable financial services firms to increase employee productivity, accelerate time to value, and deepen customer trust with every interaction.
Financial Services Cloud is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions

We've done the hard part. Your users get the tools that let them focus on high-value customer activities instead of routine, administrative tasks. As an admin, you get the trusted power, security, and scalability of the Salesforce platform—tailored to streamline implementation for financial institutions. Start with a Financial Services Cloud trial org. Or install the Financial Services Cloud managed package and the unmanaged extension package. Connect data from your banking, portfolio management, financial planning, and other systems. And then configure the app to suit how your users like to work.