Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
+1,000 Punkte
Fortgeschrittener
Administrator
~ 2 Stunden 35 Minuten
+1,000 Punkte
Fortgeschrittener
Administrator
~ 2 Stunden 35 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
hide4 Einheiten ausblenden
+300 Punkte
Modul
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~ 50 Minuten
show3 Einheiten anzeigen
+300 Punkte
Modul
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
~ 35 Minuten
show3 Einheiten anzeigen
~ 2 Stunden 35 Minuten