Modelado de datos de Financial Services Cloud
Estructure los datos de sus servicios financieros con objetos, campos y relaciones.
Financial Services Cloud para usuarios
Aprenda los fundamentos del trabajo en Financial Services Cloud y compruebe cómo se dispara su productividad.
Aprender a trabajar en Financial Services Cloud
Obtenga una perspectiva completa de sus clientes de servicios financieros para satisfacer mejor sus necesidades.
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Planes de acción en Financial Services Cloud para administradores
Configure los planes de acción para ofrecer experiencias de implicación con los clientes homogéneas y conformes a la ley.
Action Plans for Financial Advisors in Financial Services Cloud
Use Action Plans to boost team collaboration and productivity.
Sitios de Experience Cloud en Financial Services Cloud
Aprenda sobre sitios de Experience Cloud, actÃvelos en su organización y cree su primer sitio.
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
Gestión de clientes con Financial Services Cloud
Conozca los detalles de los hogares, gestione cuentas y realice seguimientos de las interacciones con sus clientes.
Puntuajes y referencias inteligentes con Financial Services Cloud
Establezca prioridades entre las relaciones entre las distintas lÃneas de negocio con la gestión de referencias.
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
Inspirar fidelidad a los clientes con Financial Services Cloud
Descubra cómo Financial Services Cloud le ayuda a entregar un servicio de gestión de capitales personalizado.
Disclosures and Consent Management in Financial Services Cloud
Capture, manage, and track consent to deepen customer trust.
Preparación para la versión de Financial Services Cloud
Obtenga información sobre el ciclo de lanzamiento de Salesforce y sobre cómo preparar su organización para el lanzamiento de una nueva versión.
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
Deliver Personalized Insurance Service with Financial Services Cloud
Manage, track, and automate customer interactions with Financial Services Cloud
Insurance for Financial Services Cloud Admin Advanced Features
Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
CRM Analytics Administration for Financial Services Cloud
Use intelligent insights to help your clients meet their financial goals.
Service Process Studio for Financial Services
Design and launch seamless service processes to deliver great customer service.
Actionable Segmentation for Financial Services Cloud
Segment customer profiles and design personalized outreach programs.
Financial Services Cloud Specialist
Demonstrate your mastery of FSC fundamentals through implementation configuration.
