+3,000 pontos

Trilha

Connect with Customers Using Financial Services Cloud

Use Financial Service Cloud features to collaborate with your customers.

~5h20min

+500 pontos

Módulo

Mortgage Mastery with Financial Services Cloud

Deliver connected custom experiences with the mortgage platform in Financial Services Cloud.

~50min

Say Hello to Mortgages for Financial Services Cloud

~10 min

Set Up Basic User Access to Mortgage Features

~10 min

Set Up Advanced User Access to Mortgage Features

~10 min

Set Up Borrower Access to Mortgage Applications in Communities

~10 min

Enable Document Tracking and Approvals

~10 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.

~1h45min

Get Started with Insurance Agent Console

~10 min

Give Sales Agents a 360-Degree View of Policyholders

~20 min

Create a New Life Event

~25 min

Review the Policies Tab

~10 min

Give Service Reps a 360-Degree View of Policyholders

~10 min

Automate Repetitive Business Processes with Lightning Flows

~30 min

showMostrar 6 unidades

+600 pontos

Módulo

Insurance for Financial Services Cloud Admin Essentials

Deliver connected customer experiences with the insurance platform.

~1h55min

Say Hello to Insurance for Financial Services Cloud

~10 min

Get Started with Admin Essentials

~25 min

Set Up Advanced Access to Insurance Features

~20 min

Enable Distributor Performance Management

~20 min

Set Up Producers

~20 min

Set Up a Portal for Independent Insurance Agents

~20 min

showMostrar 6 unidades

+500 pontos

Módulo

Insurance for Financial Services Cloud Data Model Basics

Use the insurance data model to plan, manage, and track your insurance business.

~50min

Get to Know the Insurance Data Model

~10 min

Explore Insurance Policy Coverage, Assets, and Transactions

~10 min

Relate Producers, Policies, and Legal Entities

~10 min

Say Hello to Insurance Claims

~10 min

Understand Your Clients to Serve Them Better

~10 min

showMostrar 5 unidades

~5h20min