Frequently Asked Questions (FAQ)
These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us - we're here to help.
Very secure. In addition to Financial Services Cloud, Salesforce Shield capabilities offer an extra layer of security including tools that monitor data access and usage, and prevent malicious activity. With our premier security features, you’ll have access to Event Monitoring, Field Audit Trail, and Platform Encryption to ensure your clients' financial account information is kept confidential and secure.
You don't have to be a Salesforce expert to get up and running with Financial Services Cloud. We offer a number of helpful resources created specifically for data integration. We’ll work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continuous innovation.
We understand that great technology alone is not enough to guarantee success. Each and every Financial Services Cloud customer has a robust ecosystem of partners to support your business as part of our Customer Success Services. From Salesforce Customer Success Managers to one of the million members in our success community, we have a team of people dedicated to your success.