Connect with Customers Using Agentforce Financial Services
Use Agentforce Financial Service features to collaborate with your customers.
+2,600 points
Intermediate
Administrator
~4 hrs 55 mins
Connect with Customers Using Agentforce Financial Services
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Deliver connected customer experiences with mortgages in Agentforce Financial Services.
+500 Points
~35 mins
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Use the insurance data model to plan, manage, and track your insurance business.
+500 Points
~45 mins
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Share confidential client data in a secure and compliant manner.
+400 Points
~1 hr 10 mins
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Use Interaction Summaries to capture and share structured meeting notes.
+300 Points
~50 mins
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Build an interactive graph to show customer relationship data in an easy-to-use view.
+500 Points
~1 hr 15 mins
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Manage your branches and track their performance with Branch Management.
+400 Points
~20 mins
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