Skip to main content From 16:00 UTC on January 17, 2026, to 20:00 UTC on January 17, 2026, we will perform planned maintenance on the Trailhead, myTrailhead, and Trailblazer Community sites. During the maintenance, these sites will be unavailable, and users won't be able to access them. Please plan your activities around this required maintenance.
Action Plans for Financial Advisors in Financial Services Cloud
Módulo

Action Plans for Financial Advisors in Financial Services Cloud

Use Action Plans to boost team collaboration and productivity.

Iniciar
+400 puntos
Intermedio
Usuario final
~1 hora

Habilidades que obtendrá

Complete la insignia para desarrollar su especialización. Más información
  • Productividad
  • Colaboración

Productos

  • Financial Services Cloud

Industrias

  • Servicios financieros

Descubrir más