Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
+ 1,000 points
Intermédiaire
Administrateur
Environ 2 h 35 min
+ 1,000 points
Intermédiaire
Administrateur
Environ 2 h 35 min
+ 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
hideMasquer 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
+ 300 points
Module
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
Environ 35 min
showAfficher 3 unités
Environ 2 h 35 min