Summary

This project aims to augment Salesforce's Financial Services Cloud (FSC) capabilities by developing custom solutions tailored to specific business requirements. By leveraging FSC's core functionalities and extending them through custom development, we will deliver efficient and effective solutions that align with the organization's strategic goals.

Project Objectives

• Custom Solution Development: Create bespoke solutions to address unique business needs that cannot be met solely through standard FSC configurations.
• Deployment and Maintenance: Ensure seamless deployment of custom solutions and maintain a synchronized sandbox environment to facilitate testing and development.
• FSC Expertise: Leverage deep expertise in FSC components such as Omni Studio, Business Rules Engine (BRE), Expression Sets, and FSC data model to deliver robust and scalable solutions.

Project Scope

• Custom Development:
• Analyze and understand specific business requirements.
• Design and develop custom solutions using Omni Studio, BRE, Expression Sets, and FSC data model.
• Integrate custom solutions with existing FSC components and third-party systems.
• Deployment and Maintenance:
• Manage deployment processes to ensure smooth transition of custom solutions to production environments.
• Maintain a synchronized sandbox environment to support ongoing development and testing.
• Provide ongoing support and maintenance for deployed solutions.