+4,400 puntos
Ruta
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~7 horas 35 minutos
+500 puntos
Módulo
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35 minutos
hideOcultar 5 unidades
+1,400 puntos
Módulo
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 hora 15 minutos
showMostrar 6 unidades
+600 puntos
Módulo
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1 hora 30 minutos
showMostrar 6 unidades
+500 puntos
Módulo
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 minutos
showMostrar 5 unidades
+200 puntos
Módulo
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~25 minutos
showMostrar 2 unidades
+400 puntos
Módulo
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 hora 10 minutos
showMostrar 4 unidades
+300 puntos
Módulo
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 minutos
showMostrar 3 unidades
+500 puntos
Módulo
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~1 hora 5 minutos
showMostrar 5 unidades
~7 horas 35 minutos