+4,400 pontos
Trilha
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~7 h 35 min
+500 pontos
Módulo
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35 min
hideOcultar 5 unidades
+1.400 pontos
Módulo
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 h 15 min
showMostrar 6 unidades
+600 pontos
Módulo
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1 h 30 min
showMostrar 6 unidades
+500 pontos
Módulo
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 min
showMostrar 5 unidades
+200 pontos
Módulo
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~25 min
showMostrar 2 unidades
+400 pontos
Módulo
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 h 10 min
showMostrar 4 unidades
+300 pontos
Módulo
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 min
showMostrar 3 unidades
+500 pontos
Módulo
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
~1 h 5 min
showMostrar 5 unidades
~7 h 35 min