Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+2,600 puntos
Intermedio
Administrador
~4 horas 55 minutos
+2,600 puntos
Intermedio
Administrador
~4 horas 55 minutos
+500 puntos
Insignia
Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
~35 minutos
hideOcultar 5 unidades
+500 puntos
Insignia
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 minutos
showMostrar 5 unidades
+400 puntos
Insignia
Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1 hora 10 minutos
showMostrar 4 unidades
+300 puntos
Insignia
Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50 minutos
showMostrar 3 unidades
+500 puntos
Insignia
Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1 hora 15 minutos
showMostrar 5 unidades
+400 puntos
Insignia
Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~20 minutos
showMostrar 4 unidades
~4 horas 55 minutos
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Consulte otros productos de Salesforce para averiguar la manera en la que pueden ayudarle a crear recorridos de clientes más personalizados y tomar decisiones basadas en datos.