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Inspire Customer Loyalty with Agentforce Financial Services
Trail

Inspire Customer Loyalty with Agentforce Financial Services

Discover how Agentforce Financial Services helps you deliver personalized wealth management.

Start
This Trail may include content that is only available in English. Learn More
+1,600 points
Foundational
Administrator
~3 hrs

Inspire Customer Loyalty with Agentforce Financial Services

+1,600 Points
~3 hrs • 4 Steps
Badge
Agentforce Financial Services Basics

Explore solutions to personalize engagement, streamline onboarding, and scale service.

+500 Points
~45 mins
Badge
Agentforce Financial Services Data Modeling

Use standard data models to bring client and financial records onto a single platform.

+500 Points
~50 mins
Badge
Experience Cloud Sites in Agentforce Financial Services

Learn about Experience Cloud sites, enable them in your org, and create your first site.

+200 Points
~30 mins
Badge
Action Plans in Agentforce Financial Services for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

+400 Points
~55 mins

Skills you will gain

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