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Module

Action Plans in Financial Services Cloud for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

Start
+400 points
Intermediate
Administrator
~55 mins

Skills you will gain

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  • System Design and Implementation
  • Client Support
  • Quality Assurance and Control
  • Customer Service
  • Software Quality Assurance

Products

  • Financial Services Cloud

Industries

  • Financial Services
+400 points
Intermediate
Administrator
~55 mins
~55 mins

Available on the following trail