Everything you need to know to get

Industry Cloud Credentials

November 7th, 2022
 Giovanna Salgado
Ecosystem Development Manager Brasil
THANK YOU
 AGENDA

● Build the Practice

● Main Resources & PLC
● Industry Clouds Opportunities and Learning Journeys
○ Financial Services Cloud
○ Communication Cloud
○ Health Cloud
● Vouchers
● Q&A
Build the practice with
Industries
Build the practice with Industries

Identify Certify GROW

Learn and develop skills Grow the Salesforce Grow your partnership
and capabilities to meet practice of Industries for with Salesforce and start
customer needs now and your company. Be part of brining multicloud deals.
in the future. Identify the more deals with your business. Achieve
main products for team. Navigator program.
Industry clouds to focus
your business.
Main Resources & PLC
Trailhead Certifications & Accredited Professional
Credentials
You Need Both!

Trailhead Accredited Professional

Certifications Credentials
Available to anyone for role-based Available to partner consultants &
learning and is considered the Salesforce employees with a focus
“front door” to Salesforce on building skills to become
credentials implementation ready

Covers nearly half of products plus Covers advanced core cloud training
introductory trails/badges and deeper product and industry
expertise

Partner Learners
 Enablement Resources for Partners

Partner Learning Trailhead Salesforce Partner Partner ATPs

Camp Days Community Development

Self-Study Materials Scale Enablement (Trails) 3-month experience Collaboration Strategic Guidance Instructor led courses
One-stop shop only for Workshops (Academy) focused on Learning Adventures Scale Enablement ISDI - AXIGMA -K2
Partners Learning Events developing skills for Self-Study Materials (Virtual)
Certifications
PLC Navigation
Demo
Additional
Resources

Join PC community groups Useful links

● Brazil Consulting Partners ● Partner Learning Camp
● LATAM Consulting Partners ● Partner Guide to Credentials
● Communications Cloud Experts ● PC Cases Guideline
● Health Cloud Experts ● Technical Learning Journeys
● Financial Services Cloud Experts
Salesforce
Days
Sessions
sfdc.co/SFDays

Recorded Credential Prep: Upcoming SF Days live sessions:

● Financial Services Cloud ● Communications Cloud AP Overview
● Health Cloud ● Public Sector Solutions AP Fast Path
● Communications Cloud ● Financial Services Cloud AP Exam
● Loyalty Management Overview & What's New!
● Manufacturing Cloud and Rebate ● Net Zero Marketplace & Net Zero Cloud
Management AP Exam Preview
● Public Sector Solutions Session #5: ● Loyalty Management AP
Enablement Roadmap ● Health Cloud AP Exam
 Aruna Manohar
Director, CSA - Technical Ecosystem Enablement - Financial Services Cloud
Financial Services Cloud
Opportunity
 20 Releases since 2016
Financial Services Cloud 360
Accelerated value for Banking, Wealth, and Insurance

Wealth Commercial Corporate &

Insurance CRM Mortgage & Lending Insurance Core
Management Retail Banking Banking Investment Banking
Policyholder 360 Application Intake Digital Quoting
Advisory Productivity Need-Based Referrals Onboarding Relationship Insights
Distribution Management Streamlined Digital Lending Policy & Claims Mgmt
Client Engagement Compliant Data Sharing

2016 2017 2018 2019 2019 2020 2021

MuleSoft Tableau Vlocity Slack

Financial Services Cloud - Product Architecture
Partner Ecosystem

Experience Cloud for Financial Services (Formerly Community Cloud)

Wealth Management Retail Banking

Intelligence Layer Insurance Analytics Referral Scoring
Analytics Analytics

Role-Based Actionable Life Events & Intelligent Financial Guided

Console Relationship Business Financial Action Referral Cases & Document Residential
Apps Center Milestones Rollups Plans Mgmt Alerts Tracking Loan App.

Wealth
Management
Insurance Segment Specific Data Models Banking Lending

Feedback
Sales Cloud Service Cloud Management Common Services Scheduler

Customer 360
Financial Services Cloud
Learning Journeys
 Estimate Time to Complete:

Financial Services Cloud Learning Journey 45 hours*

*Existing Content Only
*Excluding OmniStudio +
Experience Cloud Certs

❏ Certified Administrator
Prerequisites

Financial Services Cloud

❏ Sales Cloud Consultant Specialist Superbadge OmniStudio Banking Experience Cloud
❏ Service Cloud Consultant Consultant AP Exam Consultant
FSC Accredited Certification Certification
Professional Credential
Financial FSC
Services Cloud FSC Advanced
FSC Add-On Multi-Cloud
Foundations FSC Sectors FSC Solutions Use Case Use Case
(~10 hrs)
START
HERE

Interaction Summary & Appt Booking with

Industry Blueprint Banking FSC &
Intro to FSC & Data Model Salesforce Scheduler
Data Model (TH) Entrepreneur Marketing Cloud
(TH)
(Q3 FY23) (Q4 FY23)
Standard Product Features Compliant Data Sharing
Retail Banking
& Configuration (TH) Einstein BOTS for FSC
Overview (TH)
Action Plans, Life Events & Einstein Referral FSC with
Financial Goals Record Association Builder Scoring for FSC Salesforce Shield
Commercial & CIB Tableau CRM for FSC
Banking Overview (TH)
Working with Leads & Financial Services FSC in Mobile
Branch Management (TH)
Referrals Cloud for Slack App
Lending Overview API Lifecycle
(Q3 FY23)
Actionable Relationship (TH) Management with
Disclosures & Consent Anypoint Platform FSC &
Center
Management (TH) Experience
FSC for
Wealth & Asset Community Banks Cloud
Mgmnt Overview & Credit Unions Intelligent Form
Financial Deal
(TH) Reader (TH)
Management & Data
Model (TH) FSC & Loyalty
Discovery Framework Document Cloud
& KYC Automation for (Q4 FY23)
Interest Tags (Q3 Fy23) Admins
Legend

Technical/Product Available Blue Text

Curriculum Grey Text
Planned
Learning Track Credentials

Hands-On
Financial Services Cloud
AP Exam
 Recommended for:
Consultant
Financial Services Cloud
Minimum Preparation
Experience Time Architect

The Financial Services Cloud Accredited Professional exam is intended for individuals who >6 mth ~12hrs
have the knowledge, skills, and experience with implementing the Salesforce Financial
Services Cloud solution with an industry-specific data model.

Learning Journey

BECOME ACCREDITED
KNOW THE EXAM SHARPEN YOUR SKILLS PREP AND STUDY
PROFESSIONAL

● Explore the Exam Guide Learn at your own pace: Get ready for your exam
● Join the Partner Community ● Complete this Get to Know Financial ● Review Exam Guide once more
Group Financial Services Experts Services Cloud curriculum in PLC ● Explore related resources

Exam Overview Related Resources Prerequisite

The Financial Services Cloud Accredited Professional encompasses the
● Recommended to have
fundamental knowledge and skills to design, build, and deploy solutions for ● Help & Training: Financial Administrator Certification
● Household and Relationship Management, Services Cloud ● Financial Service Cloud
● Financial Accounts and Rollups, ● Trailhead Superbadge Project experience
● Referral Management, ● Developer Documentation
● Action Plans, ● Traihead
● Life Events and more.
 Financial Services Cloud
Allotted Passing
Total Questions
Time Score

35 60 min 65 %
Exam Outline
Implementation | 23% Relationships | 23%

FSC Admin, Data Model, Financial Accounts, Household,

Implementation Best practices Relationship Types, Rollup Summaries

Financial Goals | 6% Life Events | 10%

Create and Modify Financial Goals Life Events, Business Milestones

Referral Management | 9%
Relationship Center | 9%
Referral Lifecycle, Cross Team
Collaboration, Referral Activity
Relationship map, Group Builder,
Actionable Relationship Center

Flows | 6% Action Plans | 14%

Pre-assembled Flows for Mortgage, Action Plans, Document Checklist

Insurance and Retail Banking Items
 Yogesh Assudani
Sr. Manager, CSA - Technical Ecosystem Enablement - GTCs & Capacity Programs
Communications Cloud
Opportunity
 Salesforce Communications Cloud
Contract Lifecycle Digital Commerce
Management Gateway
Order
Document Management
Generation
Mobile Subscription
Industries CPQ Management

Enterprise Enterprise Sales

Product Catalog Management

OmniStudio Tableau CRM for

Communications

Customer &
Communications Partner
Data Model Communities
Accelerate with Industry-specific Capabilities on top of
Salesforce Customer 360
Ad & Marketing
Agent
Channels
Web Shop App Web Self Care SMS Email Chat Retail Store
Console (Paid/Owned)
CUSTOMER EXPERIENCE LAYER (Digital & Human Engagement Channels)
Integrated Marketing, Presentation and Order Capture APIs Declarative Micro Services

Enterprise Sales Management

Communications Business Apps Mobile Subscription Management
Communications Business Apps
EPC DIGITAL COMMERCE CPQ CLM OM
Contract

ENTERPRISE CLOUD SERVICES

Enterprise Product
Offer & Rules
PLM
Guided Flows
A/B Testing
Declarative
Searchandising Configure-
Order Capture Pricing & Template
Approvals Order
Decomposition Orchestration
Bundles Management Contextual
Digital Commerce
OmniOut Website Discounting Lifecycle
Management
Catalog Caching
Price-Quote Management
Pricing & Specifications Catalog APIs
SEO CDN
High Volume Merchandising Configuration & Subscription Management In-Flight Fallout

API Community
Order Versioning Signatures
Promos Management Management Guided Selling MGMT & MACD Amendmen Management
ts

CDP DRIVEN MARKETING SALES SERVICE ANALYTICS AI

Account Territory Case Customer
Audience Advertising Campaign Forecasting Entitlement Data Visualization In-App Insights
Management Management Management Management
Segments Management Management
CDP DRIVEN
Social Preference Lead SALES
Sales Channel
Team Selling CTI & SCV SERVICE
Omnichannel Field Service Analytics
Domain Analytics Einstein
Point Click AI for Admin
MARKETING
Journey Mgmt
Engagementt Management Management Management Service Management

Interaction Marketing Opportunity Partner Knowledge Next Best Service Actionable Insights
DMP Sales Analytics AI Services for Developers
Mgmt Analytics Management Management Management Action Analytics

HEROKU
Industry Security,
Partners Enablement Development
Omnistudio Collaboration Identity & User Communities
Data Model MGMT Environment

MULESOFT ANYPOINT PLATFORM (APIs, INTEGRATION, API MGMT)

PROVISIONING NETWORK NUMBER SUPPLY CHAIN CONVERGENT BILLING COLLECTION PAYMENT FINANCIAL FRAUD MGMT
INVENTORY PORTABILITY CHARGING MGMT

ENTERPRISE BSS/OSS
Communications Cloud
Learning Journeys
 Communications Cloud Technical Learning Journey Estimated Time to
Complete Courses:
130 hrs (approx)
OmniStudio Developer
Prerequisites

OmniStudio Consultant

Sales Cloud Consultant Certified Industries

Communications Cloud
CPQ Developer
Accredited Professional
Certified Administrator
Solution Communications
Industries CPQ Industries CPQ Industries OM CLM DC APIs ESM Cloud Curriculum
START
HERE

Design and Build a CLM: Introduction DC: Solution Overview Get to know ESM Product Modeling:
Communications Cloud: Introduction Industries OM: Industries OM
Working Industries CPQ Design A Catalog
Overview
Solution Driven Approach
Industries CPQ: Introduction CLM: Working with DC : Using the
ESM: Create Quotes
Contracts Digital Commerce SDK
Industries Order and Orders Industries OM
Management: Order Implementation Best
Order Capture Using Industries CPQ Decomposition Practices
CLM: Building DC: Exploring DC
Contract Documents Web Components ESM: Complete
Creating Products Using Administration Tasks
Industries Order CLM:Doc.Gen
the Shared Catalog (EPC)
Management: Order CLM: Building DC: Exploring DC
Industries CPQ: Pricing Orchestration Document Generation Lightning Web
Products and Bundles Processes Components Customize ESM

Industries CPQ: Promotions Industries Order

and Discounts Management: Order CLM: CPQ Integration DC: Working with
Management Plus Capabilities DC APIs
Industries CPQ: Interfaces and
Implementations
Legend
Industries CPQ: Context Rules

Credentials Available Now Blue Text

Industries CPQ: Advanced Rules

Industries CPQ: Advanced Pricing Planned Grey Text

Curriculum Hands-on
Industries CPQ: Guided Selling
Communications Cloud
AP Exam
 Recommended for:
Consultant
Communications Cloud
Minimum Preparation
Experience Time Architect
The Salesforce Communications Cloud Accredited Professional (AP) is intended for
individuals who have knowledge, skills, and experience to discover, design, plan, and
>2yr ~130 hrs

deliver business value to customers through Communications Cloud.

Learning Journey

BECOME ACCREDITED
KNOW THE EXAM SHARPEN YOUR SKILLS PREP AND STUDY
PROFESSIONAL

● Follow the Communications Cloud Learn at your own pace: Get ready for your exam
Technical Journey ● Complete this Communications Cloud ● Review Exam Guide once more
● Join the Partner Community Curriculum curriculum in PLC ● Explore related resources
Group Communications Cloud
Experts Group

Exam Overview Related Resources Prerequisite

The Communications Cloud Accredited Professional requires individuals to have
skills to design, plan, and deliver business value to their customers using Recommended to have
● Comms Cloud Help and ● Administrator Certification
knowledge across products, including but not limited to
Admin Guide ● Sales Cloud Consultant
● Omnistudio
● Industries CPQ (including EPC) ● OmniStudio Consultant
● Industries Order Management ● OmniStudio Developer
● Contract Lifecycle Management & Document Generation ● Comms Cloud Project
● Digital Commerce experience
● Sales Cloud and Salesforce Platform
 Communications Cloud
Allotted Passing
Total Questions
Time Score

55 90 min 65%
Exam Outline

Discovery | 24%

Demonstrate the skills needed to

lead the discovery sessions for a
CSP

Planning & Design | 60% Delivery | 16%

Implement and deliver the final design

Plan and recommend design solutions
for CSPs using the OOBT
for CSPs business use cases within
Communications Cloud capabilities vs
proper capabilities of Communications
customization
Cloud
 Jason Hildebrandt
Senior Manager, CSA - Technical Ecosystem Enablement - Health and Life Sciences
Health Cloud Opportunity
Major disruptions quickly determining the future

Workforces Business Models Technology Data Security

55% of Healthcare $83 billion in deals 40% of HLS leaders 500+ healthcare
orgs invested in digital since 2014 to fuel believe increasing providers fell victim to
collaboration tools to innovation and omnichannel ransomware attacks in
support their remote integration across the technology is one of 2020 as the
workforce during value chain. the most important pandemic took hold.
COVID-19. areas to invest in.
Our vision to make health more connected
Payer In-person

Provider Phone

MedTech Connected Connected Email

Industries Experiences
Pharma Text

Public Health Online

Workforce

Partners Connected
Stakeholders
Healthcare Consumers
But... the business of health is disconnected

Your Your
Business Change Stakeholders
Management

Horizontal & Point Employees

Technology
Solutions
Constituents
Workforce Data &
Organizational Silos Partners

Business Process
Security & Patients
Compliance
Experiences
Members
Let’s reimagine the business of health
Results

Enrich Experiences Lower Cost

Healthcare Sales and Product

Enrollment Development
Increase Productivity Advance Health Equity
Network Business
Management Development
Improve Health Outcomes
Patient

Utilization Clinical
Management testing
Member

Citizen
Care Logistic
Management Management
Customer

Claims Commercial
Management Management
Contact Patient
Center Services
Life Sciences
Delivering trusted health solutions from anywhere

Omnichannel
Member Patient Citizen Physician Broker Partner
Self-Serve
Experiences

Tailored Engagement

Intelligence &
Automation AI & Analytics

Appointment
Example Network Management Care Management Patient Services
Management
Operating
Applications
Utilization Management Commercial Sales Referral Management

Sector Specific
Data Models Payer Provider MedTech Pharmaceutical

Platform Global
Sales Cloud Service Cloud Salesforce Platform
Foundation Compliance
Read More

Integration Pre-built Health API & connectors

Our Partners Extend the Value of
Salesforce

Consulting Implementation Services Healthcare Applications

Jolene Chan Rashida Hodge

Bluewolf IBM

Integration Partners
Health Cloud Learning
Journeys
 Estimate Time to Complete:

Health Cloud Foundational Learning Journey

39 hours*
*Existing Content Only
*Excluding OmniStudio
Cloud Certs

Certified Administrator
Prerequisites

Sales Cloud Consultant Health Cloud Specialist Health Cloud Accredited Online Version
Superbadge Professional Credential
Service Cloud Consultant
Get to Know
Health Cloud
HC Introduction HC Intermediate Curriculum Omnistudio Trails Optional: Advanced

Offline Accredited Professional

Implementation
Readiness Path
+
Preparatory Materials
START
HERE

Introduction to Healthcare, Life Help & Training: Health Cloud Learn Vlocity Health Cloud
Health Cloud Setup Basics Care Coordination Basics
Sciences, and Health Cloud Release Notes Foundations

Health Cloud Developer Build Guided Experiences with Health Insurance Industry Solutions
Health Cloud for Providers Health Cloud Care Programs Standard Product Features
Documentation OmniStudio on Health Cloud

OmniStudio and Custom Lightning Build Quoting Experiences for

Health Cloud for Payers Health Cloud Care Plans Implementation Best Practices Health Cloud Admin Guide
Web Components Insurance and Health Cloud

Prepare for Your Salesforce

Health Cloud Patient Data Displays Health Cloud for Med Tech Sales Health Cloud: Data Models
OmniStudio Consultant Credential

Health Cloud Provider Relationships Health Cloud:Provider Prepare for Your Salesforce
Customize Patient Data Displays and Search Configuration OmniStudio Developer Credential

Health Cloud Utilization Health Cloud:MedTech

Health Cloud Data Models Management Configuration

Interoperability and the Clinical Consent Management for Health

Health Cloud: Payer Configuration
Data Model Cloud

Tableau CRM for Healthcare Health Cloud: Pharma

Administration Configuration

Tableau CRM for Healthcare Health Cloud: Introduction to

Dashboards Integration and AppExchange Credentials
Curriculum

Legend
Available Now Blue Text
Optional
Join the community to collaborate and study with Planned Grey Text
fellow Trailblazers in the Partner Community.
Hands-On
Health Cloud AP Exam
 Recommended for:
Consultant
Health Cloud
Minimum Preparation
Experience Time Architect

The Health Cloud Accredited Professional exam is intended for individuals who have the >6 mth ~28hrs
knowledge, skills, and experience with implementing the Salesforce Health Cloud solution
with industry-specific data models.

Learning Journey

BECOME ACCREDITED
KNOW THE EXAM SHARPEN YOUR SKILLS PREP AND STUDY
PROFESSIONAL

● Explore the Exam Guide Learn at your own pace: Get ready for your exam
● Join the Partner Community ● Complete this Get to Know Health Cloud ● Review Exam Guide once more
Group Health Cloud Experts curriculum in PLC (Contains Trails) ● Explore related resources
● Complete Health Specialist Superbadge

Exam Overview Related Resources Prerequisite

The Health Cloud Accredited Professional encompasses the fundamental
● Recommended to have
knowledge and skills to design, build, and deploy solutions for ● Help & Training: Health Cloud Administrator Certification
● Care Management ● Developer Documentation ● Health Cloud Project
● Care programs ● Traihead experience
● Providers
● Utilization Management
● Intelligent Sales
 Health Cloud
Allotted Passing
Total Questions
Time Score

60 90 min 63%
Exam Outline
Setup | 21% Security | 6%

HC Admin, Data Model, Accounts, PHI, Relationship Types,

Implementation Best practices Rollup Summaries

Intelligent Sales | 6%
Care Management | 12%
Visits, Action Plans, Products
Care Coordination

Migrating to Health Cloud 12%

Service cloud to Health Cloud
Migration Care Programs | 10%

Patient Services
Utilization Mgmt | 12%

Payer Persona

Integration & Interoperability | 10% Providers | 11%

Standards, HL7, FHIR, APIs Provider Management, Provider

Search, Remote Patient Monitoring
AP Exam Roadmap
 AP Exam Roadmap
●Media Cloud (GA November 30th)
●Updated B2B Admin Exam (GA December 15th)
●Net Zero AP Exam (GA January 2023)
●Energy and Utilities AP Exam (GA January 2023)
….. and more to come next year
Vouchers
 Vouchers Available!
Ask your Internal Enablement Team to request them for you

Financial Services Cloud

Communications Cloud
Health Cloud
and all the other Industry Cloud APs!
Q&A