+3,900 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.

8 時間
+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 for Financial Services Cloud Data Model Basics

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
8 時間