Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
+1,000 pontos
Intermediário
Administrador
~2 h 35 min
+1,000 pontos
Intermediário
Administrador
~2 h 35 min
+400 pontos
Módulo
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 h 10 min
hideOcultar 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
+300 pontos
Módulo
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
~35 min
showMostrar 3 unidades
~2 h 35 min