+1,000 points
Trail
Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
~2 hrs 35 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
hideHide 4 Units
+300 points
Module
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 mins
showShow 3 Units
+300 points
Module
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
~35 mins
showShow 3 Units
~2 hrs 35 mins