Salesforce FSC Transformation
Budget: $15 – $25 USD
I’m about to move our advisory business onto Salesforce Financial Services Cloud and need an experienced partner to guide the entire journey—customisation, data migration and system integration—until we are live in production.
Customisation is first on the list. You’ll be building workflow automation (Flows / Apex where needed), fine-tuning the Lightning UI for relationship managers, and producing the executive-level custom reports and dashboards we rely on for compliance and performance tracking.
Next comes data migration. All of our customer, policy and transaction history is locked inside a proprietary legacy system. You will own the extraction, cleansing and field-level mapping, then load everything into FSC—verifying that every record, attachment and relationship arrives intact.
Finally, the new org must talk seamlessly to our core banking API, on-prem document repository and a marketing-automation platform. Whether you lean on MuleSoft, native REST / SOAP calls or another proven approach is up to you, provided the end-points stay secure and highly available.
The engagement is complete when:
• Every automated workflow fires as designed in a sandbox and in production
• Custom reports match the legacy numbers to the cent
• A migration log proves full data parity
• All three integrations clear UAT without regression issues
If you’ve delivered complex FSC rollouts before and can start soon, let’s talk timelines, tooling and milestones.
Customisation is first on the list. You’ll be building workflow automation (Flows / Apex where needed), fine-tuning the Lightning UI for relationship managers, and producing the executive-level custom reports and dashboards we rely on for compliance and performance tracking.
Next comes data migration. All of our customer, policy and transaction history is locked inside a proprietary legacy system. You will own the extraction, cleansing and field-level mapping, then load everything into FSC—verifying that every record, attachment and relationship arrives intact.
Finally, the new org must talk seamlessly to our core banking API, on-prem document repository and a marketing-automation platform. Whether you lean on MuleSoft, native REST / SOAP calls or another proven approach is up to you, provided the end-points stay secure and highly available.
The engagement is complete when:
• Every automated workflow fires as designed in a sandbox and in production
• Custom reports match the legacy numbers to the cent
• A migration log proves full data parity
• All three integrations clear UAT without regression issues
If you’ve delivered complex FSC rollouts before and can start soon, let’s talk timelines, tooling and milestones.