Implementing Financial Services Cloud Einstein
Financial Services Cloud is Salesforce's offering for the wider financial services market, including retail and consumer banking, insurance, and wealth management. Given the great disparity between the operating procedures of these fields, it is a wide and comprehensive industry offering. This applies to the Einstein offering as well. While there are some common features across the industry segments, there are also specific templates for each segment in its own right. We will go through the main analytical offerings in the next section and then look at the other non-analytical features included in Financial Services Cloud Einstein.
Tableau CRM for Financial Services
Tableau CRM, which contains a range of pre-built dashboards, and Einstein Discovery Stories are the mainstays of the Financial Services Einstein suite. As we saw with Health Cloud Einstein, enabling and configuring these features is anything but trivial. In general...
