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+2,000포인트
모듈
Client Management with Financial Services Cloud
Understand households, manage accounts, and track interactions with your customers.
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Trailmix에 추가
~1시간 45분
Map Client Relationships
~30분
미완료
Create Financial Accounts and Holdings
~25분
미완료
Explore Financial Account Roles and Financial Goals
~25분
미완료
Manage Client Interactions
~25분
미완료
~1시간 45분
이 트레일에서 사용 가능
Learn to Work in Financial Services Cloud
