+4,500 points
Trail

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

~9 hrs 50 mins
+200 points
Module

Record Rollups in Financial Services Cloud

Help financial advisors and wealth managers gain a holistic view of client portfolios.

~30 mins
+400 points
Module

Compliant Data Sharing in Financial Services Cloud

Share confidential client data in a secure and compliant manner.

~1 hr 15 mins
+300 points
Module

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~55 mins
+200 points
Module

Financial Services Cloud Setup Essentials

Customize field sets and custom metadata types to support customers better.

~40 mins
+400 points
Module

Actionable Relationship Center in Financial Services Cloud

Get a 360-degree view of customer relationships with contextual actions.

~1 hr 10 mins
~9 hrs 50 mins