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+2,200 points
Trail

Inspire Customer Loyalty with Financial Services Cloud

Discover how Financial Services Cloud helps you deliver personalized wealth management.

~6 hrs 45 mins
+300 points
Module

Financial Services Cloud Basics

Learn how to use Financial Services Cloud and customize it for your business.

~30 mins
+300 points
Module

Financial Services Cloud Customization

Learn how to set up Financial Services Cloud for your unique business.

~1 hr 5 mins
+400 points
Module

Financial Services Cloud Data Modeling

Structure your financial services data with objects, fields, and relationships.

~1 hr 30 mins
+400 points
Module

Intelligent Referrals and Scoring with Financial Services Cloud

Prioritize relationships and collaborate across lines of business with referral management.

~1 hr 15 mins
+200 points
Module

Financial Services Cloud Release Readiness

Learn about the Salesforce release cycle and how to prepare your org for a new release.

~40 mins
+200 points
Module

Communities in Financial Services Cloud

Understand what communities are, enable them in your org, and create your first community.

~40 mins
+400 points
Module

Action Plans in Financial Services Cloud

Learn how to deliver consistent and compliant client engagement experiences.

~1 hr 5 mins
~6 hrs 45 mins