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Agentforce Financial Services Data Modeling
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Agentforce Financial Services Data Modeling

Use standard data models to bring client and financial records onto a single platform.

Start
+500 points
Foundational
Administrator
~50 mins
+500 points
Foundational
Administrator
~50 mins
Structure Data for Financial Services
~10 mins
Incomplete
Explore Data Models for Financial Services Business Lines
~10 mins
Incomplete
Onboard Customers and Collect Information
~10 mins
Incomplete
Discover Data Models for Relationship Management and Customer Service
~10 mins
Incomplete
Manage Data Import and Connections
~10 mins
Incomplete

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