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Connect with Customers Using Agentforce Financial Services
트레일

Connect with Customers Using Agentforce Financial Services

Use Agentforce Financial Service features to collaborate with your customers.

시작
이 트레일에는 영어로만 제공되는 콘텐츠가 존재할 수 있습니다. 자세히 알아보기
+2,600포인트
중급
관리자
~4시간 55분

Connect with Customers Using Agentforce Financial Services

뱃지

Deliver connected customer experiences with mortgages in Agentforce Financial Services.

+500 포인트
~35분
뱃지

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

+500 포인트
~45분
뱃지

Share confidential client data in a secure and compliant manner.

+400 포인트
~1시간 10분
뱃지

Use Interaction Summaries to capture and share structured meeting notes.

+300 포인트
~50분
뱃지

Build an interactive graph to show customer relationship data in an easy-to-use view.

+500 포인트
~1시간 15분
뱃지

Manage your branches and track their performance with Branch Management.

+400 포인트
~20분

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