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Trail

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

+4,200 points
Beginner
Business User
~4 hrs

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Account Management
  • General Sales Practices
  • Client Support
  • Customer Service
  • Productivity
  • Prospecting and Qualification

Products

  • Financial Services Cloud

Industries

  • Financial Services
+4,200 points
Beginner
Business User
~4 hrs
+200 points
Module

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~25 mins
+2,000 points
Module

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

~1 hr 45 mins
+600 points
Module

Client List Growth with Financial Services Cloud

Grow your business with referrals and metrics.

~35 mins
~4 hrs