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+1,400 分
模块
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
Add to Favorites
添加到 Trailmix
~1 小时 15 分钟
Get Started with Insurance Agent Console
~5 分钟
不完整
Give Sales Agents a 360-Degree View of Policyholders
~5 分钟
不完整
Create a New Life Event
~25 分钟
不完整
Review the Policies Tab
~5 分钟
不完整
Give Service Reps a 360-Degree View of Policyholders
~5 分钟
不完整
Automate Repetitive Business Processes with Salesforce Flow
~30 分钟
不完整
~1 小时 15 分钟
在这些学习路径上可用
Learn to Work in Financial Services Cloud
Deliver Personalized Insurance Service with Financial Services Cloud
Connect with Customers Using Financial Services Cloud