Share data securely, create meeting notes, and track deals better.
Share confidential client data in a secure and compliant manner.
Use Interaction Summaries to capture and share structured meeting notes.
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
더욱 개인화된 고객 구매 과정을 생성하고 데이터 기반 의사 결정을 내리는 데 다른 Salesforce 제품이 어떻게 도움이 되는지 알아보세요.
