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Intelligent Referrals and Scoring with Financial Services Cloud
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Intelligent Referrals and Scoring with Financial Services Cloud

Prioritize relationships across lines of business with referral management.

Start
+400 points
Intermediate
Administrator
~1 hr 15 mins

Skills you will gain

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  • General Finance

Products

  • Agentforce Financial Services

Industries

  • Financial Services
+400 points
Intermediate
Administrator
~1 hr 15 mins
~1 hr 15 mins

Available on the following trail

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