Financial Services Cloud Quickstart

Tailored specifically for financial services, our Salesforce Quickstart sets up household and financial accounts, contacts, and opportunities, ensuring a seamless setup that aligns perfectly with your business needs.

Discovery, Implementation, QA, Data Import, Measuring KPIs, Enablement

What's Included

• CRM Configuration of core FSC objects like Financial Accounts, Account Teams, Contacts, Household, Opportunity
• Custom fields, Validation rules, page layouts, list views, record types
• Up to 3 Business Workflows for improving business process automation.
• Data import for FSC core objects with predefined CSV format(upto 50k records).
• QA to validate the implementation
• Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
• 90 mins Enablement to teams