Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+1,900포인트
중급
관리자
~4시간
+1,900포인트
중급
관리자
~4시간
+300포인트
모듈
Financial Services Cloud Basics
Explore solutions to personalize engagement, streamline onboarding, and scale service.
~25분
hide유닛 3개 숨기기
+400포인트
모듈
Financial Services Cloud Data Modeling
Structure your financial services data with objects, fields, and relationships.
~25분
show유닛 4개 표시
+400포인트
모듈
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
~1시간 15분
show유닛 4개 표시
+200포인트
모듈
Financial Services Cloud Release Readiness
Learn about the Salesforce release cycle and how to prepare your org for a new release.
~30분
show유닛 2개 표시
+200포인트
모듈
Experience Cloud Sites in Financial Services Cloud
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30분
show유닛 2개 표시
+400포인트
모듈
Action Plans in Financial Services Cloud for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55분
show유닛 4개 표시
~4시간