Modelagem de dados do Financial Services Cloud
Estruture os dados de seus serviços financeiros com objetos, campos e relacionamentos.
Financial Services Cloud para usuários
Aprenda as noções básicas de como trabalhar no Financial Services Cloud e veja a sua produtividade aumentar.
Aprender a trabalhar no Financial Services Cloud
Obtenha uma visão abrangente de seus clientes de serviços financeiros para poder atender melhor às necessidades deles.
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
Record Rollups in Financial Services Cloud
Help financial advisors and wealth managers gain a holistic view of client portfolios.
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
Planos de ação no Financial Services Cloud para administradores
Configure planos de ação para apresentar experiências de interação entre clientes consistentes e em conformidade.
Action Plans for Financial Advisors in Financial Services Cloud
Use Action Plans to boost team collaboration and productivity.
Sites do Experience Cloud no Financial Services Cloud
Saiba mais sobre os sites do Experience Cloud, habilite-os em sua organização e crie seu primeiro site.
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
Gerenciamento de clientes com o Financial Services Cloud
Compreenda as famÃlias, gerencie contas e rastreie interações com seus clientes.
Recomendações inteligentes e pontuação com Financial Services Cloud
Priorize relacionamentos em linhas de negócios com o gerenciamento de recomendações.
Branch Management in Financial Services Cloud
Manage your branches and track their performance with Branch Management.
Inspirar a fidelização do cliente com o Financial Services Cloud
Descubra como o Financial Services Cloud o ajuda a oferecer gerenciamento de fortunas personalizado.
Disclosures and Consent Management in Financial Services Cloud
Capture, manage, and track consent to deepen customer trust.
Preparação para o lançamento do Financial Services Cloud
Aprenda sobre o ciclo de lançamentos do Salesforce e como preparar sua organização para um novo lançamento.
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
Insurance for Financial Services Cloud Admin Essentials
Deliver connected customer experiences with the insurance platform.
Deliver Personalized Insurance Service with Financial Services Cloud
Manage, track, and automate customer interactions with Financial Services Cloud
Insurance for Financial Services Cloud Admin Advanced Features
Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
CRM Analytics Administration for Financial Services Cloud
Use intelligent insights to help your clients meet their financial goals.
Service Process Studio for Financial Services
Design and launch seamless service processes to deliver great customer service.
Actionable Segmentation for Financial Services Cloud
Segment customer profiles and design personalized outreach programs.
Financial Services Cloud Specialist
Demonstrate your mastery of FSC fundamentals through implementation configuration.
