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Intermediate

Reconciliation with FinDock (FD04)


Description

With FinDock, Salesforce becomes a central repository of customer payment data. Making sure this data matches the information at the bank or PSP is the primary goal of FinDock’s reconciliation capabilities. This course provides a detailed introduction to the flows and tools used to match and enrich customer payment data.

Content
  • Unit 1 - What is Reconciliation?
  • Unit 2 - Automated matching
  • Unit 3 - Introduction to Guided Matching
  • Feedback - Reconciliation with FinDock
Completion rules
  • All units must be completed
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