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Module

Insurance for Financial Services Cloud Admin Essentials

Deliver connected customer experiences with the insurance platform.

+600 points

Beginner

Admin

~1 hr 30 mins

Skills you will gain

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General Finance

Products

Financial Services Cloud

+600 points

Beginner

Admin

~1 hr 30 mins

Say Hello to Insurance for Financial Services Cloud

~10 mins

Get Started with Admin Essentials

~20 mins

Set Up Advanced Access to Insurance Features

~15 mins

Enable Distributor Performance Management

~15 mins

Set Up Producers

~15 mins

Set Up a Portal for Independent Insurance Agents

~15 mins

~1 hr 30 mins

Available on these trails