Getting Started

Step by Step Guide to getting started with Financial Services Cloud

If you are brand new to Financial Services Cloud as a Salesforce Partner, follow the steps below to get started on your journey.


Partner Pocket GuideBETA

Partner
Pocket Guide (beta)

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

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?


Resources

Resource Description Added/Updated
Financial Services Cloud Expert GroupIf you have any questions please search the Financial Services Cloud Expert Group in the partner community or post your question.May 2025
Technical Learning Journey DeckMore detailed view of the technical learning journeyApril 2025
FSC Agentforce Partner Webinar FSC Agentforce Partner Webinar December 2024
Transaction Dispute with Agentforce DemoTransaction Dispute with Agentforce DemoFebruary 2025
Trusted AI for Financial ServicesDiscover the benefits of Agentic AI in FinanceFebruary 2025
Transaction Dispute ManagementTransaction Dispute Management DemoFebruary 2025
Client Meeting PreparationClient Meeting Preparation DemoFebruary 2025
Personalized EngagementPersonalized Engagement DemoFebruary 2025
Complaint ManagementComplaint Management DemoFebruary 2025
Corebridge Financial - Agentforce for Insurance Voice Agent DemoCorebridge Financial - Agentforce for Insurance Voice Agent DemoFebruary 2025
FSC Collections NPI Partner WebinarFSC Collections NPI Partner WebinarFebruary 2025
FSC Spring'25 Release - Product Marketing OverviewFSC Spring'25 Release - Product Marketing OverviewFebruary 2025
FSC Spring'25 Release - Digital LendingFSC Spring'25 Release - Digital LendingFebruary 2025
FSC Spring '25 Release - Personalized FinanceFSC Spring '25 Release - Personalized FinanceFebruary 2025
FSC Spring '25 Release - Business Relationship Plan and Account PlanFSC Spring '25 Release - Business Relationship Plan and Account PlanFebruary 2025
FSC Spring '25 Release - Next Gen Households and GroupsFSC Spring '25 Release - Next Gen Households and GroupsFebruary 2025
FSC Spring '25 Release - Action Plans EnhancementsFSC Spring '25 Release - Action Plans EnhancementsFebruary 2025
FSC Spring '25 Release - CollectionsFSC Spring '25 Release - CollectionsFebruary 2025
FSC Spring '25 Release - Onboarding and Stage ManagementFSC Spring '25 Release - Onboarding and Stage ManagementFebruary 2025
FSC Spring '25 Release - Service Excellence EnhancementsFSC Spring '25 Release - Service Excellence EnhancementsFebruary 2025
FSC Spring '25 Release - Business Rules EngineFSC Spring '25 Release - Business Rules EngineFebruary 2025
FSC Spring '25 Release - Brokerage NPI - Partner EnablementFSC Spring '25 Release - Brokerage NPI - Partner EnablementFebruary 2025
Digital Lending Webinar RecordingDigital Lending Webinar RecordingApril 2025
FSC Digital Lending Product Overview PageFSC Digital Lending Product Overview PageApril 2025
FSC Digital Lending Product Pricing PageFSC Digital Lending Product Pricing PageApril 2025
FSC Digital Lending Release NotesFSC Digital Lending Release NotesApril 2025
FSC Digital Lending Admin GuideFSC Digital Lending Admin GuideApril 2025
FSC Digital Lending Public demo (short)FSC Digital Lending Public demo (short)April 2025
Digital Lending - NPI Partner WebinarDigital Lending - NPI Partner WebinarSeptember 2024
FSC Winter'25 Digital Lending- WebinarFSC Winter'25 Digital Lending- WebinarApril 2025
FSC Move To Platform Partner WebinarFSC Move To Platform Partner WebinarSeptember 2024
Move to Platform Slide deckMove to Platform Slide deckSeptember 2024


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