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Connect with Customers Using Financial Services Cloud
Trail

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

Start
+3,500 points
Intermediate
Administrator
~7 hrs 35 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Business Management
  • General Finance
  • Data Science
  • Data Management
  • Business Strategy
  • Show More
  • Business Management
  • General Finance
  • Data Science
  • Data Management
  • Business Strategy
  • Business Operations
  • Cybersecurity
  • Data Visualization
  • Software Quality Assurance
  • Show Less

Products

  • Financial Services Cloud

Industries

  • Financial Services
+3,500 points
Intermediate
Administrator
~7 hrs 35 mins
+500 points
Module

Insurance Data Model

Use the insurance data model to plan, manage, and track your insurance business.

~45 mins
+200 points
Module

Record Rollups in Financial Services Cloud

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

~25 mins
+400 points
Module

Compliant Data Sharing in Financial Services Cloud

Share confidential client data in a secure and compliant manner.

~1 hr 10 mins
+300 points
Module

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~50 mins
+500 points
Module

Branch Management in Financial Services Cloud

Manage your branches and track their performance with Branch Management.

~1 hr 5 mins
~7 hrs 35 mins