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Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Add to Favorites
Adicionar a Trailmix
~50 min
Learn About Interaction Summaries
~10 min
Incompleto
Set Up Interaction Summaries
~20 min
Incompleto
Work with Interaction Summaries
~20 min
Incompleto
~50 min
Disponível nas seguintes trilhas
Manage Financial Deals
Connect with Customers Using Financial Services Cloud
