+4,400 分
学习路径
Connect with Customers Using Financial Services Cloud
Use Financial Service Cloud features to collaborate with your customers.
~7 小时 35 分钟
+500 分
模块
Mortgage Mastery with Financial Services Cloud
Deliver connected customer experiences with mortgages in Financial Services Cloud.
~35 分钟
hide隐藏 5 个单元
+1,400 分
模块
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
~1 小时 15 分钟
show显示 6 个单元
+600 分
模块
Insurance for Financial Services Cloud 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
模块
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
模块
Record Rollups in Financial Services Cloud
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
模块
Compliant Data Sharing in Financial Services Cloud
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
模块
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 分钟
show显示 3 个单元
+500 分
模块
Branch Management in Financial Services Cloud
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