Salesforce Wealth & Risk Implementation
Publicada el 2026-07-24
Descripción de la oferta
I’m ready to roll out Salesforce Financial Cloud and I need an expert who can stand up the Wealth Management and Risk Management modules from scratch, configure them to match our workflows, and hook everything into our existing tech stack. Here’s what I’m expecting: • Stand-up and configure the Wealth Management and Risk Management features in a new Financial Cloud org. • Map our current data model to Salesforce objects, migrate sample data for testing, and fine-tune page layouts, record types, and permission sets. • Design and build secure, real-time integrations with the systems we already use (mainly a SQL-based data warehouse and two REST-enabled portfolio tools). • Provide a concise hand-off package: architecture diagram, integration specs, and a short admin guide so my team can maintain the setup. Success for me means we can open Salesforce, see accurate portfolio and risk profiles in context, run a few end-to-end test scenarios, and hand everything to compliance without surprises. If you’ve delivered Financial Cloud implementations before and can demonstrate solid integration chops (Apex, Flow, MuleSoft or comparable middleware), let’s talk timelines and milestones.
Skills
Fuente original: freelancer