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Inspire Customer Loyalty with Financial Services Cloud
Trail

Inspire Customer Loyalty with Financial Services Cloud

Discover how Financial Services Cloud helps you deliver personalized wealth management.

Start
+2,000 points
Intermediate
Administrator
~4 hrs 15 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • App and Web Design
  • Product Management
  • Automation
  • System Design and Implementation
  • General Finance
  • Show More
  • App and Web Design
  • Product Management
  • Automation
  • System Design and Implementation
  • General Finance
  • Data Science
  • Client Support
  • Business Operations
  • Quality Assurance and Control
  • Customer Service
  • Business Leadership
  • Business Analysis
  • Software Quality Assurance
  • IT Management
  • Digital Marketing
  • Show Less

Products

  • Financial Services Cloud

Industries

  • Financial Services
+2,000 points
Intermediate
Administrator
~4 hrs 15 mins
+500 points
Module

Financial Services Cloud Basics

Explore solutions to personalize engagement, streamline onboarding, and scale service.

~45 mins
+400 points
Module

Intelligent Referrals and Scoring with Financial Services Cloud

Prioritize relationships across lines of business with referral management.

~1 hr 15 mins
+200 points
Module

Experience Cloud Sites in Financial Services Cloud

Learn about Experience Cloud sites, enable them in your org, and create your first site.

~30 mins
+400 points
Module

Action Plans in Financial Services Cloud for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

~55 mins
~4 hrs 15 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.