+3,900 points
Trail
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~8 hrs
+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
+200 points
Module
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~30 mins
showShow 2 Units
+400 points
Module
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 hr 15 mins
showShow 4 Units
+300 points
Module
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~55 mins
showShow 3 Units
~8 hrs