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Manage Financial Deals
Trail

Manage Financial Deals

Share data securely, create meeting notes, and track deals better.

Start
+1,000 points
Intermediate
Administrator
~2 hrs 35 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • General Finance
  • General Sales Practices
  • Data Management
  • Cybersecurity
  • Software Quality Assurance
  • Show More
  • General Finance
  • General Sales Practices
  • Data Management
  • Cybersecurity
  • Software Quality Assurance
  • Identity and Access Management
  • Show Less

Products

  • Financial Services Cloud

Industries

  • Financial Services
+1,000 points
Intermediate
Administrator
~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
+300 points
Module

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~50 mins
+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
~2 hrs 35 mins

Discover More

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