GETTING STARTED
Setting Up Financial Services Cloud
Use these resources to be guided through the key setup steps.
Accelerators*
Empower your Organization
Tap into documentation to ensure all stakeholders experience a successful Financial Services Cloud implementation.
Trailhead
Administrators
- The Salesforce Data Model for Financial Services Cloud
- Financial Services Cloud Object Reference Guide
Videos
Developers
- Financial Services Cloud Installation Guide
- Salesforce Industries REST API Developer Guide
- Post-Upgrade Tasks
Users
Are you ready for Lightning?
Check out our tools and resources to help you plan your move to the Lightning Experience.
- Get to Know the Lightning Experience
- Make the Move to Lightning
- Perform a Readiness Assessment
- Understand Browser Compatibility
On-Demand Webinars
Learn from industry experts and stay connected on topics relevant to your business needs.
- Actionable Insights at Advisor's Fingertips with Salesforce Financial Services Cloud
- CRM and Digital Banking: Two Sides of the Same Coin
- Adapting to the New Reality of Retail Banking Sales Practices
More Resources
Explore how the Financial Services Cloud is used not only in Wealth Management, but in Banking and Insurance as well.
*Offered to Premier customers only – learn more about Success Plans