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Deliver Personalized Insurance Service with Financial Services Cloud
Trail

Deliver Personalized Insurance Service with Financial Services Cloud

Manage, track, and automate customer interactions with Financial Services Cloud

Start
+1,500 points
Intermediate
Administrator
~3 hrs 30 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • General Finance
  • Data Science
  • Business Strategy

Products

  • Financial Services Cloud

Industries

  • Financial Services
+1,500 points
Intermediate
Administrator
~3 hrs 30 mins
+400 points
Module

Insurance for Financial Services Cloud Admin Advanced Features

Optimize your Insurance for Financial Services Cloud setup with advanced configurations.

~1 hr 15 mins
+500 points
Module

Insurance Data Model

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

~45 mins
~3 hrs 30 mins

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.