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Module

Branch Management in Financial Services Cloud

Manage your branches and track their performance with Branch Management.

+500 points

Intermediate

Admin

~1 hr 5 mins

Skills you will gain

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Products

Financial Services Cloud

+500 points

Intermediate

Admin

~1 hr 5 mins

Get Started with Branch Management

~5 mins

Prepare Your Org for Branch Management

~15 mins

Set Up Branch Units and Bankers

~15 mins

Prepare Your Org for Record Association Builder

~15 mins

Bank with Branch Management

~15 mins

~1 hr 5 mins

Available on the following trail

Connect with Customers Using Financial Services Cloud