Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+1,600ํฌ์ธํธ
์ค๊ธ
๊ด๋ฆฌ์
~3์๊ฐ 35๋ถ
+1,600ํฌ์ธํธ
์ค๊ธ
๊ด๋ฆฌ์
~3์๊ฐ 35๋ถ
+400ํฌ์ธํธ
๋ชจ๋
Financial Services Cloud Data Modeling
Structure your financial services data with objects, fields, and relationships.
~25๋ถ
hide์ ๋ 4๊ฐ ์จ๊ธฐ๊ธฐ
+400ํฌ์ธํธ
๋ชจ๋
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
~1์๊ฐ 15๋ถ
show์ ๋ 4๊ฐ ํ์
+200ํฌ์ธํธ
๋ชจ๋
Financial Services Cloud Release Readiness
Learn about the Salesforce release cycle and how to prepare your org for a new release.
~30๋ถ
show์ ๋ 2๊ฐ ํ์
+200ํฌ์ธํธ
๋ชจ๋
Experience Cloud Sites in Financial Services Cloud
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30๋ถ
show์ ๋ 2๊ฐ ํ์
+400ํฌ์ธํธ
๋ชจ๋
Action Plans in Financial Services Cloud for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55๋ถ
show์ ๋ 4๊ฐ ํ์
~3์๊ฐ 35๋ถ