Skip to main content Register now for TDX! Join the must-attend event to experience what’s next and learn how to build it.
Client Management in Agentforce Financial Services
Badge

Client Management in Agentforce Financial Services

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

Start
+500 points
Foundational
Administrator
~40 mins

Skills you will gain

Complete the badge to build your expertise. Learn More
  • 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

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.