Skip to main content Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.
Record Rollups in Financial Services Cloud
Module

Record Rollups in Financial Services Cloud

Help financial advisors and wealth managers gain a holistic view of client portfolios.

Start
+200 points
Beginner
Administrator
~25 mins

Skills you will gain

Complete the badge to build your expertise. Learn More
  • General Finance

Products

  • Financial Services Cloud

Industries

  • Financial Services
+200 points
Beginner
Administrator
~25 mins
~25 mins

Available on the following trail