Structure Your Data in Financial Services Cloud

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Free Online Course: Structure Your Data in Financial Services Cloud provided by Trailhead is a comprehensive online course, which lasts for 2 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Gain control over your financial services data so you can connect with your customers at every touchpoint.

    • Structure your financial services data with objects, fields, and relationships.
    • Use the insurance data model to plan, manage, and track your insurance business.
    • Use data blocks to achieve your specific business goals.

Syllabus
    • Financial Services Cloud Data Modeling
      • Learn About the Financial Services Cloud Data Model
      • Work with Records
      • Create Object Relationships
      • Explore Financial Accounts and Other Objects
    • Insurance for Financial Services Cloud Data Model Basics
      • Get to Know the Insurance Data Model
      • Explore Insurance Policy Coverage, Assets, and Transactions
      • Relate Producers, Policies, and Legal Entities
      • Say Hello to Insurance Claims
      • Understand Your Clients to Serve Them Better
    • Salesforce Scheduler Data Model
      • Get Started with Salesforce Scheduler Data Model
      • Discover Service Territories, Members, and Skills
      • Explore Appointment Topics and Templates