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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
+3,600 puntos
Principiante
Usuario empresarial
~3 horas 25 minutos

Habilidades que obtendrá

Complete la ruta para ampliar su experiencia. Más información
  • Gestión de cuentas
  • Asistencia al cliente
  • Generación y calificación de clientes potenciales
  • Productividad

Productos

  • Financial Services Cloud

Sectores

  • Servicios financieros
+3,600 puntos
Principiante
Usuario empresarial
~3 horas 25 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
+1.400 puntos
Módulo

Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~1 hora 15 minutos
~3 horas 25 minutos