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Deliver Personalized Insurance Service with Financial Services Cloud
트레일

Deliver Personalized Insurance Service with Financial Services Cloud

Manage, track, and automate customer interactions with Financial Services Cloud

시작
+1,500포인트
중급
관리자
~3시간 30분
+1,500포인트
중급
관리자
~3시간 30분
+400포인트
뱃지

Insurance for Agentforce Financial Services Admin Advanced Features

Optimize your Insurance for Financial Services Cloud setup with advanced configurations.

~1시간 15분
+500포인트
뱃지

Insurance Data Model

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

~45분
~3시간 30분

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학습 가능 스킬

해당 트레일을 완료하여 전문성을 쌓으세요. 자세히 알아보기
  • 일반 영업 실무
  • 데이터 과학
  • 비즈니스 전략

제품

  • Agentforce Financial Services

산업

  • 금융 서비스