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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
Foundational
Administrator
~25 mins

Skills you will gain

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  • General Finance

Products

  • Financial Services Cloud

Industries

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

Available on the following trail