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Once you’re logged in, you’ll see a screen that looks like this:
Now, you may have noticed that the Home page for this “Retail Banking” app looks – on the face of it – very similar to what you might see when you log in to the default Home page of the Sales app in Sales Cloud. That’s because the Financial Services Cloud is Salesforce, and this is one of its main benefits.
Put simply, because the Financial Services Cloud is built-in Salesforce, you get to enjoy the flexibility, power, and scalability of Salesforce along with a few extra tools. Let’s go through some of those tools now.
The first additional functionality you’ll notice is these components on the Home page. These give you a little look into the main differences we’ll see between Financial Services Cloud and the Sales Cloud. Let’s have a look at some of the custom objects that Financial Services Cloud is built with out of the box:
Let’s start by looking at the Financial Account – you’ll see it halfway down this list. This is an account that you might manage as a financial institution – it might be a savings account, a current account, or perhaps something like a retirement fund. These Financial Accounts roll up to the “Primary Owner”. This is usually a Contact – and you’ll see that there’s a shiny new “Financials” tab on the Contact screen. It looks like this:
You may have also noticed the “Financial Account Role” object listed above. This is to say when someone might own an account themselves, or perhaps they own it jointly – it might also mention someone who should have access to the account, such as a lawyer or a trust.