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Connect with Customers Using Agentforce Financial Services
Trail

Connect with Customers Using Agentforce Financial Services

Use Agentforce Financial Service features to collaborate with your customers.

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This Trail may include content that is only available in English. Learn More
+2,600 points
Intermediate
Administrator
~4 hrs 55 mins

Connect with Customers Using Agentforce Financial Services

+2,600 Points
~4 hrs 55 mins • 6 Steps
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Mortgage Mastery with Agentforce Financial Services

Deliver connected customer experiences with mortgages in Agentforce Financial Services.

+500 Points
~35 mins
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Insurance Data Model

Use the insurance data model to plan, manage, and track your insurance business.

+500 Points
~45 mins
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Compliant Data Sharing in Agentforce Financial Services

Share confidential client data in a secure and compliant manner.

+400 Points
~1 hr 10 mins
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Interaction Summaries in Agentforce Financial Services

Use Interaction Summaries to capture and share structured meeting notes.

+300 Points
~50 mins
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Custom ARC Graphs in Agentforce Financial Services

Build an interactive graph to show customer relationship data in an easy-to-use view.

+500 Points
~1 hr 15 mins
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Branch Management in Agentforce Financial Services

Manage your branches and track their performance with Branch Management.

+400 Points
~20 mins

Skills you will gain

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