+5,000 ポイント
トレイル

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

~ 11 時間 20 分
+500 ポイント
モジュール

Mortgage Mastery with Financial Services Cloud

Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.

~ 50 分
+1,400 ポイント
モジュール

Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~ 1 時間 45 分
+500 ポイント
モジュール

Insurance Data Model

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

~ 50 分
+200 ポイント
モジュール

Record Rollups in Financial Services Cloud

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

~ 30 分
+400 ポイント
モジュール

Compliant Data Sharing in Financial Services Cloud

Share confidential client data in a secure and compliant manner.

~ 1 時間 15 分
+300 ポイント
モジュール

Interaction Summaries in Financial Services Cloud

Use Interaction Summaries to capture and share structured meeting notes.

~ 55 分
+200 ポイント
モジュール

Financial Services Cloud Setup Essentials

Customize field sets and custom metadata types to support customers better.

~ 40 分
+400 ポイント
モジュール

Actionable Relationship Center in Financial Services Cloud

Get a 360-degree view of customer relationships with contextual actions.

~ 1 時間 10 分
+500 ポイント
モジュール

Branch Management in Financial Services Cloud

Manage your branches and track their performance with Branch Management.

~ 1 時間 30 分
~ 11 時間 20 分