+4,400포인트
트레일
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~7시간 35분
+500포인트
모듈
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35분
hide유닛 5개 숨기기
+1,400포인트
모듈
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1시간 15분
show유닛 6개 표시
+600포인트
모듈
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1시간 30분
show유닛 6개 표시
+500포인트
모듈
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45분
show유닛 5개 표시
+200포인트
모듈
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~25분
show유닛 2개 표시
+400포인트
모듈
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1시간 10분
show유닛 4개 표시
+300포인트
모듈
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50분
show유닛 3개 표시
+500포인트
모듈
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~1시간 5분
show유닛 5개 표시
~7시간 35분