
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
+400 points
Intermediate
Administrator
~1 hr 15 mins
+400 points
Intermediate
Administrator
~1 hr 15 mins
~1 hr 15 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.