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.
Client Management with Financial Services Cloud
Módulo

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

Iniciar
+2.000 puntos
Básico
Usuario final
~1 hora 45 minutos

Habilidades que obtendrá

Complete la insignia para ampliar su experiencia. Más información
  • Gestión de cuentas
  • Asistencia al cliente

Productos

  • Financial Services Cloud

Sectores

  • Servicios financieros
+2.000 puntos
Básico
Usuario final
~1 hora 45 minutos
~1 hora 45 minutos

Descubrir más