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Connect with Customers Using Agentforce Financial Services
学习路径

Connect with Customers Using Agentforce Financial Services

Use Agentforce Financial Service features to collaborate with your customers.

开始
此学习路径可能包含仅以英文提供的内容。 了解更多
+2,600 分
进阶级
管理员
~4 小时 55 分钟

Connect with Customers Using Agentforce Financial Services

徽章

Deliver connected customer experiences with mortgages in Agentforce Financial Services.

+500 分
~35 分钟
徽章

Use the insurance data model to plan, manage, and track your insurance business.

+500 分
~45 分钟
徽章

Share confidential client data in a secure and compliant manner.

+400 分
~1 小时 10 分钟
徽章

Use Interaction Summaries to capture and share structured meeting notes.

+300 分
~50 分钟
徽章

Build an interactive graph to show customer relationship data in an easy-to-use view.

+500 分
~1 小时 15 分钟
徽章

Manage your branches and track their performance with Branch Management.

+400 分
~20 分钟

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