Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
+1,000포인트
중급
관리자
~2시간 35분
+1,000포인트
중급
관리자
~2시간 35분
+400포인트
모듈
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1시간 10분
hide유닛 4개 숨기기
+300포인트
모듈
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50분
show유닛 3개 표시
+300포인트
모듈
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
~35분
show유닛 3개 표시
~2시간 35분