
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+3,500 Punkte
Fortgeschrittener
Administrator
~ 7 Stunden 35 Minuten
+3,500 Punkte
Fortgeschrittener
Administrator
~ 7 Stunden 35 Minuten
+500 Punkte
Modul
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~ 35 Minuten
hide5 Einheiten ausblenden
+600 Punkte
Modul
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~ 1 Stunde 30 Minuten
show6 Einheiten anzeigen
+500 Punkte
Modul
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~ 45 Minuten
show5 Einheiten anzeigen
+200 Punkte
Modul
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~ 25 Minuten
show2 Einheiten anzeigen
+400 Punkte
Modul
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~ 1 Stunde 10 Minuten
show4 Einheiten anzeigen
+300 Punkte
Modul
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~ 50 Minuten
show3 Einheiten anzeigen
+500 Punkte
Modul
Custom ARC Graphs in Financial Services Cloud
Build an interactive graph to show customer relationship data in an easy-to-use view.
~ 1 Stunde 15 Minuten
show5 Einheiten anzeigen
+500 Punkte
Modul
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~ 1 Stunde 5 Minuten
show5 Einheiten anzeigen
~ 7 Stunden 35 Minuten