Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+2,600 points
Intermediate
Administrator
~4 hrs 55 mins
+2,600 points
Intermediate
Administrator
~4 hrs 55 mins
+500 points
Badge
Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
~35 mins
hideHide 5 Units
+500 points
Badge
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 mins
showShow 5 Units
+400 points
Badge
Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1 hr 10 mins
showShow 4 Units
+300 points
Badge
Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50 mins
showShow 3 Units
+500 points
Badge
Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1 hr 15 mins
showShow 5 Units
+400 points
Badge
Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~20 mins
showShow 4 Units
~4 hrs 55 mins
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