Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+2,600 pontos
Intermediário
Administrador
~4 h 55 min
+2,600 pontos
Intermediário
Administrador
~4 h 55 min
+500 pontos
Emblema
Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Agentforce Financial Services.
~35 min
hideOcultar 5 unidades
+500 pontos
Emblema
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 min
showMostrar 5 unidades
+400 pontos
Emblema
Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1 h 10 min
showMostrar 4 unidades
+300 pontos
Emblema
Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50 min
showMostrar 3 unidades
+500 pontos
Emblema
Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1 h 15 min
showMostrar 5 unidades
+400 pontos
Emblema
Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~20 min
showMostrar 4 unidades
~4 h 55 min
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