+700 points

Module

Action Plans in Financial Services Cloud

Learn how to deliver consistent and compliant client engagement experiences.

~2 hrs 5 mins

Learn About Action Plans

~10 mins

Prepare Your Org for Action Plans

~20 mins

Set Up Action Plans for Lightning Experience

~15 mins

Configure Business Hours, Working Days, and Roles

~20 mins

Take Action Plans for a Spin

~20 mins

Clone and Distribute Action Plan Templates

~20 mins

Set Up Action Plans in Partner Communities

~20 mins

~2 hrs 5 mins

Available on these trails

Inspire Customer Loyalty with Financial Services Cloud