Skip to main content From 16:00 UTC on January 17, 2026, to 20:00 UTC on January 17, 2026, we will perform planned maintenance on the Trailhead, myTrailhead, and Trailblazer Community sites. During the maintenance, these sites will be unavailable, and users won't be able to access them. Please plan your activities around this required maintenance.
Client Management with Financial Services Cloud
Module

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

Start
+2,000 points
Foundational
End User
~1 hr 45 mins

Skills you will gain

Complete the badge to build your expertise. Learn More
  • Account Management
  • Client Support

Products

  • Financial Services Cloud

Industries

  • Financial Services
+2,000 points
Foundational
End User
~1 hr 45 mins
~1 hr 45 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.