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

Financial Deal Management in Agentforce Financial Services

Manage the entire lifecycle of a financial deal with compliant role-based sharing.

Start
+300 points
Intermediate
Administrator
~35 mins

Skills you will gain

Complete the badge to build your expertise. Learn More
  • General Finance
  • General Sales Practices
  • Software Quality Assurance
  • Identity and Access Management

Products

  • Agentforce Financial Services

Industries

  • Financial Services
+300 points
Intermediate
Administrator
~35 mins
~35 mins

Available on the following trail

Discover More

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