Episode DescriptionRemember the days when you bought software on a CD, put it into your computer, and that was it? The application was there, no bits and bobs, plain and simple.Some programs are still like that — but not Salesforce. But that’s what gives it a competitive edge, and it’s why consultant Danielle Laffey recommends Financial Services Cloud to her clients.“They have all that structure put in place. And then, for you to be able to configure [and] customize on top of that, as opposed to writing code, has been fantastic,” Danielle says.In this episode of Serious Insights for Salesforce Admins, we’re talking with Danielle about all things Financial Services Cloud.Listen to this episode to learn: How Financial Cloud aggregates dataWhy Salesforce’s flexibility matters for financial clientsWhy you shouldn’t be a ‘Salesforce generalist’ ##Episode Summary Remember the days when you bought software on a CD, put it into your computer, and that was it? The application was there, no bits and bobs, plain and simple. It’s easy to get nostalgic for the past, especially when looking at the Salesforce ecosystem today, which has been so heavily built out — but that’s also what makes it so attractive. Its customizable and configurable nature is what makes Salesforce different, and it’s the reason advisor Danielle Laffey recommends it to her clients.“They have all that structure put in place. And then, for you to be able to configure [and] customize on top of that, as opposed to writing code, has been fantastic,” Danielle says.As a consultant at Silverline, Danielle deals with large financial institutions that are thinking about making the jump to Salesforce Financial Services Cloud (FSC). FSC simplifies and speeds up processes like applying for loans or making big financial decisions because it pairs easily with other systems to create huge sets of data. On this episode of Serious Insights for Salesforce Admins, Host Kristi Campbell, Senior Salesforce Admin & Salesforce MVP, goes deep on FSC with Danielle. They also discuss the state of the Salesforce ecosystem and how admin career paths are changing. Don’t forget to check out Silverline’s blog, which covers everything from the Trailblazer community to understanding different fields.##Key Takeaways Financial Services Cloud aggregates all the information you need.Salesforce’s Financial Services Cloud (FSC) is designed to pull data from systems that can be manually linked or pulled from public data sources, simplifying lead-gathering work for services like applying for a loan.It can also be layered with Salesforce Industries Cloud, which pulls information from different systems to create one big data model complete with Flows, to be used by anyone from a customer service rep to a bank account holder.Milestones make financial planning easier — and help foster relationships. The financial world is all about relationships. FSC helps cultivate those relationships with the life events and business milestones feature, which allows you to input important financial events like having a baby or buying a house. That way, your agent can see when your child is turning 16 and can help you plan well in advance for necessities like car insurance or college loans. It can also be paired with the Einstein functionality, which offers insights and product recommendations to customers.It’s becoming more and more difficult to be a Salesforce generalist. A decade ago, it made a lot more sense to be a Salesforce generalist and dip your toes into every new feature that was released. These days, the Salesforce ecosystem is growing beyond that possibility. The best way to further your career is to focus on one area of Salesforce, like business or finance, and become an expert. Industry specialists turned admins are becoming more common. ##Featured Guest: Danielle Laffey of Silverline💥 What she does: Senior Salesforce solutions architect at Silverline, a Salesforce consulting company.💻 Silverline on the web: Twitter | LinkedIn 🔗 Danielle on the web: Twitter | LinkedIn | Trailblazer🧠 Danielle’s big idea: “You have nuances in your career and your skill set that no one else has. And so making sure that you're taking that information, and being able to apply it to whatever your new job is, is fantastic.”##Episode Highlights Key excerpts from the episode transcript💡 The move to Salesforce is a big jump for large institutions.[06:11] “These types of transformations, typically, they are larger institutions most of the time. And so the change management portion and being able to flip everything over takes a lot longer, they're very expensive. They've already pulled in all this time and energy into some of their processes from before so they're a little nervous [...] so I think bringing that baby boomer generation up to speed with some of it has also been a little bit of a challenge.”💡 Financial Services Cloud ...
