+4,400 punti
Itinerario
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~7 ore 35 minuti
+500 punti
Modulo
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35 minuti
hideNascondi 5 unità
+1.400 punti
Modulo
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 ora 15 minuti
showMostra 6 unità
+600 punti
Modulo
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1 ora 30 minuti
showMostra 6 unità
+500 punti
Modulo
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 minuti
showMostra 5 unità
+200 punti
Modulo
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~25 minuti
showMostra 2 unità
+400 punti
Modulo
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 ora 10 minuti
showMostra 4 unità
+300 punti
Modulo
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 minuti
showMostra 3 unità
+500 punti
Modulo
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~1 ora 5 minuti
showMostra 5 unità
~7 ore 35 minuti