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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.

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This Trail may include content that is only available in English. Learn More
+1,600 points
Intermediate
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

Explore standard data models to unify your client and financial services data.

+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

Complete the Trail to build your expertise. Learn More

Skills

  • App and Web Design
  • General Finance
  • Digital Marketing
  • Automation
  • Business Operations
  • Show More
  • App and Web Design
  • General Finance
  • Digital Marketing
  • Automation
  • Business Operations
  • Business Leadership
  • Business Analysis
  • System Design and Implementation
  • Client Support
  • Quality Assurance and Control
  • Customer Service
  • Software Quality Assurance
  • Data Management
  • Application Programming Interface
  • Show Less

Products

  • Agentforce Financial Services

Industries

  • Financial Services

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