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Client Management in Financial Services Cloud
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Client Management in Financial Services Cloud

Manage and track individual and business clients and the relationships among them.

Start
+500 points
Foundational
Administrator
~40 mins

Skills you will gain

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  • Account Management and Strategy
  • Client Support
  • Data Management
  • Business Solutions

Products

  • Agentforce Financial Services

Industries

  • Financial Services
+500 points
Foundational
Administrator
~40 mins
~40 mins

Discover More

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