Structure Your Data in Financial Services Cloud

Gain control over your financial services data so you can connect with your customers at every touchpoint.

~2 hrs 20 mins

+400 points

Module

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

~1 hr 30 mins

~20 mins

~25 mins

~25 mins

~20 mins

hideHide 4 Units

+500 points

Module

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

~50 mins

~10 mins

~10 mins

~10 mins

~10 mins

~10 mins

showShow 5 Units

~2 hrs 20 mins