Partner Pocket Guide

Partner
Pocket Guide

Financial Services Cloud

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Financial Services Cloud as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Financial Services Cloud (FSC) is Salesforce’s purpose-built solution designed to meet the unique needs of financial institutions. Tailored for industries like banking, insurance, and wealth management, FSC offers a unified platform that helps firms build stronger client relationships, drive productivity, and deliver personalized experiences at scale.

With powerful tools like Financial Accounts, Goals, and Action Plans, FSC enables financial professionals to get a complete, 360-degree view of their clients’ financial lives. Built on the Salesforce platform, it seamlessly integrates with core systems and offers automation, AI-driven insights, and customizable workflows.

FSC includes industry-specific data models and components that streamline compliance, onboarding, and customer service processes. FSC brings efficiency and transparency to every client interaction and supports omnichannel engagement, enabling advisors and agents to connect with clients via their preferred channels. With robust security and compliance features, FSC helps institutions meet regulatory requirements while fostering trust.

Visit: Salesforce Financial Services Cloud to learn more

Enablement

Get started with these Financial Services Cloud Partner enablement tools.

Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Enablement

Financial Services Cloud Accredited Professional

This credential is for individuals who want to demonstrate their skills and knowledge in configuring and using FSC in the context of sample apps and real-world implementations.

Learn About Exam

Collaboration

Get involved with these Financial Services Cloud Partner enablement collaboration channels.

Collaboration

Partner Community

Join the offical Salesforce Financial Services group on Partner community and join Trailblazers from around the world.

Visit Partner Community

Demo Org Access

Where do I get access to a Financial Services Cloud Demo / Developer org?

FSC & Insurance Partner Org Options:

Financial Services Cloud Trial Org: This fully configured org includes rich sample data and lets you see all the Financial Services Cloud features in action. Trial orgs are intended for proof of concept and guided self-exploration. Trial orgs expire in 30 days. If you wish to extend this org, please log a ticket here
Pre-Release Org: This org provides a sneak peek at upcoming release features. You can create these orgs only during sandbox preview windows. The page is available when the preview window is open.
Industry Partner Developer Edition Orgs (PDE): Our Industry Partner Developer Edition Orgs (PDEs) are intended for development use. PDEs provide a robust, flexible, and scalable framework that allows partners to leverage the latest capabilities and features to develop applications and test product features. By using the PDE, partners can create value-added solutions that extend the power of Industry products. This unconfigured org is a blank slate with only the necessary licenses and permissions. Use these orgs for quick proof-of-concept projects or general testing.
Note: Use the listed PDE Org Template ID for FSC listed in the Demo & Dev Station in the Partner Community when spinning up your org using the Environment Hub.
Here are the Environment Hub instructions. (as of March 13th the PDE template is: 0TTWs000000isO5)
Industry Demo Org: This fully configured org includes rich sample data, Data Cloud and Agentforce. This org is ideal to demo the latest Financial Services Cloud & Insurance features to your clients. To get it, log into Partner Community > Partner Learning Camp > Demo Org. Here is a Video on how to obtain an Industry Demo Org.

Resources

Resource	Description	Added/Updated
Financial Services Cloud Expert Group	If you have any questions please search the Financial Services Cloud Expert Group in the partner community or post your question.	December 2025
Technical Learning Journey Deck	More detailed view of the technical learning journey	December 2025
First Call Deck - Retail Banking	GTM Product Info, great for first call with customers	January 2026
First Call Deck - Banking Grow Revenue	GTM Product Info, great for first call with customers	January 2026
FSC Video Hub	FSC Release Webinar, NPI Webinars, Demo & Workshop Recordings	December 2025
Digital Lending Video Hub	Digital Lending Demo & Implementation Videos + Workshop Recordings	December 2025
Move to Core Resources	Guidance for partners and customers for migrating to FSC on Core	December 2025
FSC Org Creation (Tiral&Learning Org, Dec Org, Pre-release Org)	FSC Org options that partners can spin up to test, learn and demo Finanical Services Cloud.	December 2025
Partner Demo & Dev Station	Get orgs to build apps, test new ideas, demo to customers, or just play around with our amazing products. The product demos on this page are available to partners for development, testing, and demo purposes only.	December 2025
Financial Services Cloud Accredited Professional	Details bout the exam & Exam Guide	December 2025
Explore Revenue Cloud Fundamentals (Trail)	Explore Revenue Cloud Fundamentals (Trail)	December 2025
Revenue Cloud Pocket Guide	Revenue Cloud Pocket Guide	December 2025
Revenue Cloud Expert Group.	Revenue Cloud Expert Group.	December 2025
Omnistudio on the Salesforce Platform (NEW Trail)	Omnistudio on the Salesforce Platform (NEW Trail)	December 2025
Business Rules Engine Trail Mix	Business Rules Engine Trail Mix	December 2025

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Getting Started

Step by Step Guide to getting started with Financial Services Cloud

FINANCIAL SERVICES CLOUD is:

Partner Pocket Guide

Partner
Pocket Guide

Financial Services Cloud

Financial Services Cloud

Overview

Enablement

Events

Financial Services Cloud Accredited Professional

Collaboration

Partner Community

Demo Org Access

FSC & Insurance Partner Org Options:

Resources

Getting Started

Step by Step Guide to getting started with Financial Services Cloud

FINANCIAL SERVICES CLOUD is:

Partner Pocket Guide

PartnerPocket Guide

Financial Services Cloud

Financial Services Cloud

Overview

Enablement

Events

Financial Services Cloud Accredited Professional

Collaboration

Partner Community

Demo Org Access

Trial, Demo and Developer Orgs

FSC & Insurance Partner Org Options:

Resources

Partner
Pocket Guide