Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+3,200포인트
중급
관리자
~6시간 25분
+3,200포인트
중급
관리자
~6시간 25분
+500포인트
뱃지
Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
~35분
hide유닛 5개 숨기기
+600포인트
뱃지
Insurance for Agentforce Financial Services Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1시간 30분
show유닛 6개 표시
+500포인트
뱃지
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45분
show유닛 5개 표시
+400포인트
뱃지
Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1시간 10분
show유닛 4개 표시
+300포인트
뱃지
Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50분
show유닛 3개 표시
+500포인트
뱃지
Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1시간 15분
show유닛 5개 표시
+400포인트
뱃지
Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~20분
show유닛 4개 표시
~6시간 25분
더 알아보기
더욱 개인화된 고객 구매 과정을 생성하고 데이터 기반 의사 결정을 내리는 데 다른 Salesforce 제품이 어떻게 도움이 되는지 알아보세요.