FSC Implementatio n Readiness (~18 hrs) Build and Manage Trusted Relationships ❏ Certified Administrator ❏ Sales Cloud Consultant ❏ Service Cloud Consultant Interaction Summary & Data Model (TH) Action Plans for Financial Advisors in Financial Services Cloud Branch Management (TH) FSC Accredited Professional Credential FSC Add-On Financial Services Cloud Learning Journey Financial Services Cloud Specialist Superbadge START HERE FSC Solutions Secure Financial Records for Compliance Compliant Data Sharing (TH) Appt Booking with Salesforce Scheduler (TH) OmniStudio Consultant Certification Estimate Time to Complete: 55 hours* *Existing Content Only *Excluding OmniStudio + Experience Cloud Certs FSC: Tag and Target Customers Maximize Orgs With Common Industry Features API Lifecycle Management with Anypoint Platform (TH) FSC Sectors Client Management with Financial Services Cloud (TH) Financial Deal Management & Data Model (TH) Intelligent Document Automation for Consent and Disclosures FSC Multi-Cloud Use Case FSC with Salesforce Shield FSC in Mobile App Banking AP Exam FSC & Experience Cloud Be the Bank Your Customers Love (TH) Commercial & CIB Banking Overview Learn to Work in Financial Services Cloud (TH) Einstein BOTS for FSC FSC Advanced Use Case Document Automation for FSC Interest Tags FSC for Community Banks & Credit Unions FSC Onboarding Experience Cloud Consultant Certification Prerequisites Financial Services Cloud: Overview Data Modeling, Financial Accounts and Rollups FSC: Act on Customer Issues FSC - Personalize Financial Engagement Financial Services Cloud: Automate Complex Regulated Processes FSC Transaction Dispute Digital Lending (NEW) Discovery Framework Basics for Financial Services Cloud Connect with Customers Using Financial Services Cloud (TH) Intelligent Document Automation Financial Goals & Planning Technical/Product Curriculum Credentials Hands-On Learning Track Legend Partner Success Owner: Katrin Burton Latest Trail Mixes: ● Financial Service Cloud Trailmix (Jan 2025) Katrin Burton ● OmniStudio Trail Mix (January 2025) Katrin Burton