•
Start tracking your progress
+3,000 points
Trail
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~5 hrs 20 mins
+500 points
Module
Mortgage Mastery with Financial Services Cloud
Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.
~50 mins
hideHide 5 Units
+1,400 points
Module
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 hr 45 mins
showShow 6 Units
+600 points
Module
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1 hr 55 mins
showShow 6 Units
+500 points
Module
Insurance for Financial Services Cloud Data Model Basics
Use the insurance data model to plan, manage, and track your insurance business.
~50 mins
showShow 5 Units
~5 hrs 20 mins