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Client Management in Agentforce Financial Services
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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
+500 points
Foundational
Administrator
~40 mins
Track Clients and Their Relationships
~10 mins
Incomplete
Create Person Accounts for Individual Clients
~5 mins
Incomplete
Define Relationships
~10 mins
Incomplete
Build Households and Groups
~10 mins
Incomplete
Manage Business Clients
~5 mins
Incomplete

Available on the following trail

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