Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+ 4,400 points
Débutant
Administrateur
Environ 7 h 35 min
+ 4,400 points
Débutant
Administrateur
Environ 7 h 35 min
+ 500 points
Module
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
Environ 35 min
hideMasquer 5 unités
+ 1 400 points
Module
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
Environ 1 h 15 min
showAfficher 6 unités
+ 600 points
Module
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
Environ 1 h 30 min
showAfficher 6 unités
+ 500 points
Module
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
Environ 45 min
showAfficher 5 unités
+ 200 points
Module
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
Environ 25 min
showAfficher 2 unités
+ 400 points
Module
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
Environ 1 h 10 min
showAfficher 4 unités
+ 300 points
Module
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Environ 50 min
showAfficher 3 unités
+ 500 points
Module
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
Environ 1 h 5 min
showAfficher 5 unités
Environ 7 h 35 min