+400 points

Module

Action Plans in Financial Services Cloud for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

~1 hr 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

~1 hr 5 mins

Available on these trails

Inspire Customer Loyalty with Financial Services Cloud