馃幆 Episode 12 is live!
Financial Plan & Goals in the New Financial Services Cloud. We cover what Goals are, how they link to client accounts, how to set them up, and a full demo of tracking a client鈥檚 progress.
馃帴 Watch here:
https://youtu.be/G4fFcRcPZMA
#Financial Services Cloud #Salesforce Developer #Salesforce
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