Skip to main content
+300 points
Module
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Add to Favorites
Add to Trailmix
~50 mins
Learn About Interaction Summaries
~10 mins
Incomplete
Set Up Interaction Summaries
~20 mins
Incomplete
Work with Interaction Summaries
~20 mins
Incomplete
~50 mins
Available on these trails
Manage Financial Deals
Connect with Customers Using Financial Services Cloud
