Skip to main content Build the future with Agentforce at TDX in San Francisco or on Salesforce+ on March 5–6. Register now.
Learn to Work in Financial Services Cloud
Ruta

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

Iniciar
+2,200 puntos
Principiante
Usuario empresarial
~2 horas 10 minutos

Habilidades que obtendrá

Complete la ruta para ampliar su experiencia. Más información
  • Gestión de cuentas
  • Inteligencia artificial generativa
  • Asistencia al cliente
  • Servicio de atención al cliente
  • Productividad

Productos

  • Financial Services Cloud

Sectores

  • Servicios financieros
+2,200 puntos
Principiante
Usuario empresarial
~2 horas 10 minutos
+200 puntos
Módulo

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~25 minutos
+2.000 puntos
Módulo

Client Management with Financial Services Cloud

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

~1 hora 45 minutos
~2 horas 10 minutos