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Connect with Customers Using Financial Services Cloud
Trail

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

Starten
+3,000 Punkte
Fortgeschrittener
Administrator
~ 6 Stunden 20 Minuten

Fertigkeiten, die Sie erwerben

Arbeiten Sie den Trail durch, um Ihr Fachwissen zu erweitern. Weitere Infos
  • Business Management
  • Allgemeine Verkaufspraktiken
  • Generative künstliche Intelligenz
  • Data Science
  • Datenverwaltung
  • Mehr anzeigen
  • Business Management
  • Allgemeine Verkaufspraktiken
  • Generative künstliche Intelligenz
  • Data Science
  • Datenverwaltung
  • Unternehmensstrategie
  • Business Operations
  • Cybersicherheit
  • Kundendienst
  • Software-Qualitätssicherung
  • Weniger anzeigen

Produkte

  • Financial Services Cloud

Branchen

  • Finanzdienste
+3,000 Punkte
Fortgeschrittener
Administrator
~ 6 Stunden 20 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
Meet Record Rollups
~ 10 Minuten
Unvollständig
Configure Record Rollups
~ 15 Minuten
Unvollständig
+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
~ 6 Stunden 20 Minuten