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+4,200포인트

트레일

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

~4시간

+200포인트

모듈

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~25분

Connect to Your Customers

~5분

Familiarize Yourself with the Basics

~20분

hide유닛 2개 숨기기

+2,000포인트

모듈

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

~1시간 45분

Map Client Relationships

~30분

Create Financial Accounts and Holdings

~25분

Explore Financial Account Roles and Financial Goals

~25분

Manage Client Interactions

~25분

show유닛 4개 표시

+600포인트

모듈

Client List Growth with Financial Services Cloud

Grow your business with referrals and metrics.

~35분

Gain Clients Via Referrals

~15분

Track Client Metrics

~20분

show유닛 2개 표시

+1,400포인트

모듈

Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~1시간 15분

Get Started with Insurance Agent Console

~5분

Give Sales Agents a 360-Degree View of Policyholders

~5분

Create a New Life Event

~25분

Review the Policies Tab

~5분

Give Service Reps a 360-Degree View of Policyholders

~5분

Automate Repetitive Business Processes with Salesforce Flow

~30분

show유닛 6개 표시

~4시간