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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
+1,500 Punkte
Fortgeschrittener
Administrator
~ 3 Stunden 30 Minuten
+1,500 Punkte
Fortgeschrittener
Administrator
~ 3 Stunden 30 Minuten
+400 Punkte
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Insurance for Agentforce Financial Services Admin Advanced Features

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

~ 1 Stunde 15 Minuten
+500 Punkte
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Insurance Data Model

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

~ 45 Minuten
~ 3 Stunden 30 Minuten

Mehr entdecken

Fertigkeiten, die Sie erwerben

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

Produkte

  • Agentforce Financial Services

Branchen

  • Finanzdienste