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Trail

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

Starten
+4,400 Punkte
Anfänger
Administrator
~ 7 Stunden 35 Minuten
+4,400 Punkte
Anfänger
Administrator
~ 7 Stunden 35 Minuten
+500 Punkte
Modul

Insurance Data Model

Use the insurance data model to plan, manage, and track your insurance business.

~ 45 Minuten
+200 Punkte
Modul

Record Rollups in Financial Services Cloud

Help financial advisors and wealth managers gain a holistic view of client portfolios.

~ 25 Minuten
+400 Punkte
Modul

Compliant Data Sharing in Financial Services Cloud

Share confidential client data in a secure and compliant manner.

~ 1 Stunde 10 Minuten
+300 Punkte
Modul

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~ 50 Minuten
+500 Punkte
Modul

Branch Management in Financial Services Cloud

Manage your branches and track their performance with Branch Management.

~ 1 Stunde 5 Minuten
~ 7 Stunden 35 Minuten