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FREQUENTLY ASKED QUESTIONS


Financial Services Cloud


How is the FSC Data Model different from Sales Cloud?


Sales Cloud was designed as a generic template that can be customized to meet the needs of many types of industries. Financial Services Cloud was built specifically to meet the needs of people in the Financial Services industry. Today FSC supports Wealth Management/RIAs and Retail Banking and has a data model to track both individuals and organizations/companies/households. With this pre-built data model, it is easy to have individual client records rollup to a household and designate by financial account, which ones roll up to the household. 

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