Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+2,000 punti
Intermedio
Amministratore
~4 ore 15 minuti
+2,000 punti
Intermedio
Amministratore
~4 ore 15 minuti
+500 punti
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Agentforce Financial Services Basics
Explore solutions to personalize engagement, streamline onboarding, and scale service.
~45 minuti
hideNascondi 5 unità
+500 punti
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Agentforce Financial Services Data Modeling
Explore standard data models to unify your client and financial services data.
~50 minuti
showMostra 5 unità
+400 punti
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Intelligent Referrals and Scoring with Agentforce Financial Services
Prioritize relationships across lines of business with referral management.
~1 ora 15 minuti
showMostra 4 unità
+200 punti
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Experience Cloud Sites in Agentforce Financial Services
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30 minuti
showMostra 2 unità
+400 punti
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Action Plans in Agentforce Financial Services for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55 minuti
showMostra 4 unità
~4 ore 15 minuti
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