Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+2,600 punti
Intermedio
Amministratore
~4 ore 55 minuti
+2,600 punti
Intermedio
Amministratore
~4 ore 55 minuti
+500 punti
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Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
~35 minuti
hideNascondi 5 unità
+500 punti
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Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 minuti
showMostra 5 unità
+400 punti
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Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1 ora 10 minuti
showMostra 4 unità
+300 punti
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Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50 minuti
showMostra 3 unità
+500 punti
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Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1 ora 15 minuti
showMostra 5 unità
+400 punti
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Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~20 minuti
showMostra 4 unità
~4 ore 55 minuti
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