Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+2,000포인트
중급
관리자
~4시간 15분
+2,000포인트
중급
관리자
~4시간 15분
+500포인트
뱃지
Agentforce Financial Services Basics
Explore solutions to personalize engagement, streamline onboarding, and scale service.
~45분
hide유닛 5개 숨기기
+500포인트
뱃지
Agentforce Financial Services Data Modeling
Explore standard data models to unify your client and financial services data.
~50분
show유닛 5개 표시
+400포인트
뱃지
Intelligent Referrals and Scoring with Agentforce Financial Services
Prioritize relationships across lines of business with referral management.
~1시간 15분
show유닛 4개 표시
+200포인트
뱃지
Experience Cloud Sites in Agentforce Financial Services
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30분
show유닛 2개 표시
+400포인트
뱃지
Action Plans in Agentforce Financial Services for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55분
show유닛 4개 표시
~4시간 15분
더 알아보기
더욱 개인화된 고객 구매 과정을 생성하고 데이터 기반 의사 결정을 내리는 데 다른 Salesforce 제품이 어떻게 도움이 되는지 알아보세요.