Financial Services CloudBeginnerintegrationcore-system
How does FSC integrate with core banking or portfolio systems?
Real World Scenario
Balances must match core system nightly. You describe typical integration pattern at high level.
Expected Answer
• Core system remains system of record for balances and transactions
• Middleware or ETL syncs Financial Accounts and roles into Salesforce
• Use external IDs for idempotent upsert on account numbers
• Batch nightly common; intraday for high-value clients depending on API
• Reconciliation reports compare counts and sample balances
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Usually not executed in Salesforce—integration shows status after core processes trade.
Architect Perspective
Core owns money; Salesforce owns relationship—repeat that integration mantra.