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Connect with Customers Using Financial Services Cloud
Itinerario

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

Inizia
+3,000 punti
Intermedio
Amministratore
~6 ore 20 minuti

Competenze che acquisirai

Completa l'itinerario per arricchire la tua esperienza. Scopri di più
  • Gestione aziendale
  • Prassi commerciali generali
  • Intelligenza artificiale generativa
  • Data Science
  • Gestione dei dati
  • Mostra altro
  • Gestione aziendale
  • Prassi commerciali generali
  • Intelligenza artificiale generativa
  • Data Science
  • Gestione dei dati
  • Strategia aziendale
  • Operazioni aziendali
  • Cybersicurezza
  • Assistenza clienti
  • Garanzia della qualità del software
  • Mostra meno

Prodotti

  • Financial Services Cloud

Settori

  • Servizi finanziari
+3,000 punti
Intermedio
Amministratore
~6 ore 20 minuti
+500 punti
Modulo

Insurance Data Model

Use the insurance data model to plan, manage, and track your insurance business.

~45 minuti
+200 punti
Modulo

Record Rollups in Financial Services Cloud

Help financial advisors and wealth managers gain a holistic view of client portfolios.

~25 minuti
+400 punti
Modulo

Compliant Data Sharing in Financial Services Cloud

Share confidential client data in a secure and compliant manner.

~1 ora 10 minuti
+300 punti
Modulo

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~50 minuti
+500 punti
Modulo

Branch Management in Financial Services Cloud

Manage your branches and track their performance with Branch Management.

~1 ora 5 minuti
~6 ore 20 minuti