Connect with Customers Using Agentforce Financial Services
Use Agentforce Financial Service features to collaborate with your customers.
Esta trilha pode incluir conteúdo disponível somente em inglês.
Saiba mais
+2.600 pontos
Intermediário
Administrador
~4 h 55 min
Connect with Customers Using Agentforce Financial Services
Emblema
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
+500 pontos
~35 min
Emblema
Use the insurance data model to plan, manage, and track your insurance business.
+500 pontos
~45 min
Emblema
Share confidential client data in a secure and compliant manner.
+400 pontos
~1 h 10 min
Emblema
Use Interaction Summaries to capture and share structured meeting notes.
+300 pontos
~50 min
Emblema
Build an interactive graph to show customer relationship data in an easy-to-use view.
+500 pontos
~1 h 15 min
Emblema
Manage your branches and track their performance with Branch Management.
+400 pontos
~20 min
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Confira outros produtos da Salesforce para ver como podem ajudá-lo a criar jornadas de clientes mais personalizadas e a tomar decisões baseadas em dados