Are you a mortgage or lending institution
looking to get up quickly with
Salesforce Financial Services Cloud?

Financial Services

Customer relationships are the way mortgage and lending institutions build long-term trust with their customers. Salesforce, the world’s #1 CRM provider offers the specialized Financial Services Cloud. FSC helps financial institutions to see the 360 degree view of the people who make them great, giving mortgage and lending institutions the tools they need to provide the services needed exactly at the time they are needed.


Training is critical when getting your team running on a new system. Make sure your team is ready.

2-4 Weeks

Our Accelerator program focuses on helping your company dramatically reduce your Time to Value

5K, 8K, 15K

This program is designed to get your team up to speed as quickly as possible at an affordable price

Because of the fast nature of the program, not all features are brought online. Complex processes are considered advanced features that are not included in the accelerator program.

Optional FSC Objects

  • Loan Application
  • Financial
  • Title
  • Loan Applicant
  • Liability
  • Property & Residential
  • Asset
  • Income
  • Employment
  • Declaration
Package TypeLeadOpportunityAccountPerson AccountContactUserReportsDashboard
Option 1 Yes (Limit -5) Yes (Limit -2)
Option 2 Yes (Limit -10) Yes (Limit -5)
Option 3 Yes (Limit -10) Yes (Limit -5)
FSC MortgageOption 1Option 2Option 3
Residential Loan Application
Loan Application Financial
Loan Application Property
Loan Application Title Holder
Loan Application Asset
Loan Application Liability
Loan Applicant
Loan Applicant Asset
Loan Applicant Liability
Loan Applicant Income
Loan Applicant Employment
Loan Applicant Declaration
Loan Applicant Address
CustomizationOption 1Option 2Option 3
Profiles Yes (Limit -2) Yes (Limit -5) Yes (Limit -10)
Role Yes (Limit -5) Yes (Limit -10) Yes (Limit -15)
Sharing Rule Yes (Limit -5)
Permission Sets Yes (Limit -5)
Workflow Rule Yes (Limit -2) Yes (Limit -5)
Flows Yes (Limit -2) Yes (Limit -5)
Validation Rule Yes (Limit -2) Yes (Limit -5)
Custom Lightning Components

Not included, will be Scoped & Quoted according to requirements.
Option 1Option 2Option 3
Train the Trainer
Cost 5k 8k 15k
SFDC Best practices

Contact Mat Horne, or

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