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Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+1,900 punti
Intermedio
Amministratore
~4 ore
+1,900 punti
Intermedio
Amministratore
~4 ore
+300 punti
Modulo
Financial Services Cloud Basics
Explore solutions to personalize engagement, streamline onboarding, and scale service.
~25 minuti
hideNascondi 3 unitÃ
+400 punti
Modulo
Financial Services Cloud Data Modeling
Structure your financial services data with objects, fields, and relationships.
~25 minuti
showMostra 4 unitÃ
+400 punti
Modulo
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
~1 ora 15 minuti
showMostra 4 unitÃ
+200 punti
Modulo
Financial Services Cloud Release Readiness
Learn about the Salesforce release cycle and how to prepare your org for a new release.
~30 minuti
showMostra 2 unitÃ
+200 punti
Modulo
Experience Cloud Sites in Financial Services Cloud
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30 minuti
showMostra 2 unitÃ
+400 punti
Modulo
Action Plans in Financial Services Cloud for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55 minuti
showMostra 4 unitÃ
~4 ore