Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
+3,500 分
进阶级
管理员
~7 小时 35 分钟
+3,500 分
进阶级
管理员
~7 小时 35 分钟
+500 分
徽章
Mortgage Mastery with Agentforce Financial Services
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35 分钟
hide隐藏 5 个单元
+600 分
徽章
Insurance for Agentforce Financial Services Admin Essentials
Deliver connected customer experiences with the insurance platform.
~1 小时 30 分钟
show显示 6 个单元
+500 分
徽章
Insurance Data Model
Use the insurance data model to plan, manage, and track your insurance business.
~45 分钟
show显示 5 个单元
+200 分
徽章
Record Rollups in Agentforce Financial Services
Help financial advisors and wealth managers gain a holistic view of client portfolios.
~25 分钟
show显示 2 个单元
+400 分
徽章
Compliant Data Sharing in Agentforce Financial Services
Share confidential client data in a secure and compliant manner.
~1 小时 10 分钟
show显示 4 个单元
+300 分
徽章
Interaction Summaries in Agentforce Financial Services
Use Interaction Summaries to capture and share structured meeting notes.
~50 分钟
show显示 3 个单元
+500 分
徽章
Custom ARC Graphs in Agentforce Financial Services
Build an interactive graph to show customer relationship data in an easy-to-use view.
~1 小时 15 分钟
show显示 5 个单元
+500 分
徽章
Branch Management in Agentforce Financial Services
Manage your branches and track their performance with Branch Management.
~1 小时 5 分钟
show显示 5 个单元
~7 小时 35 分钟
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查看其他 Salesforce 产品，了解它们如何帮助您创建更个性化的客户体验之旅并做出以数据为主的决策。