+4,400 Punkte
Trail
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~ 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
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+1.400 Punkte
Modul
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~ 1 Stunde 15 Minuten
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+600 Punkte
Modul
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~ 1 Stunde 30 Minuten
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+500 Punkte
Modul
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~ 45 Minuten
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+200 Punkte
Modul
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~ 25 Minuten
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+400 Punkte
Modul
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~ 1 Stunde 10 Minuten
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+300 Punkte
Modul
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~ 50 Minuten
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+500 Punkte
Modul
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~ 1 Stunde 5 Minuten
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~ 7 Stunden 35 Minuten