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Interaction Summaries in Financial Services Cloud
Module

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

Start
+300 points
Intermediate
Administrator
~50 mins

Skills you will gain

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  • General Finance

Products

  • Financial Services Cloud

Industries

  • Financial Services
+300 points
Intermediate
Administrator
~50 mins
~50 mins

Available on these trails