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Mortgage Mastery with Financial Services Cloud

模块

Mortgage Mastery with Financial Services Cloud

Deliver connected customer experiences with mortgages in Financial Services Cloud.

+500 分

入门级

管理员

~35 分钟

您将获得的技能

完成学习徽章以构建您的专业技能。了解更多

一般销售惯例

产品

Financial Services Cloud

行业

金融服务

了解更多

+500 分

入门级

管理员

~35 分钟

Say Hello to Mortgages for Financial Services Cloud

~5 分钟

Set Up Basic User Access to Mortgage Features

~5 分钟

Set Up Advanced User Access to Mortgage Features

~10 分钟

Set Up Borrower Access to Mortgage Applications in Experience Cloud Sites

~5 分钟

Enable Document Tracking and Approvals

~10 分钟

~35 分钟

在这些学习路径上可用

Connect with Customers Using Financial Services Cloud