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Deliver Personalized Insurance Service with Financial Services Cloud
Trail

Deliver Personalized Insurance Service with Financial Services Cloud

Manage, track, and automate customer interactions with Financial Services Cloud

Starten
+2,900 Punkte
Fortgeschrittener
Geschäftsbenutzer
~ 4 Stunden 45 Minuten

Fertigkeiten, die Sie erwerben

Arbeiten Sie den Trail durch, um Ihr Fachwissen zu erweitern. Weitere Infos
  • Allgemeine Verkaufspraktiken
  • Generative künstliche Intelligenz
  • Data Science
  • Unternehmensstrategie
  • Kundendienst

Produkte

  • Financial Services Cloud

Branchen

  • Finanzdienste
+2,900 Punkte
Fortgeschrittener
Geschäftsbenutzer
~ 4 Stunden 45 Minuten
+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
+400 Punkte
Modul

Insurance for Financial Services Cloud Admin Advanced Features

Optimize your Insurance for Financial Services Cloud setup with advanced configurations.

~ 1 Stunde 15 Minuten
+500 Punkte
Modul

Insurance Data Model

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

~ 45 Minuten
~ 4 Stunden 45 Minuten