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Deliver Personalized Insurance Service with Financial Services Cloud
学习路径

Deliver Personalized Insurance Service with Financial Services Cloud

Manage, track, and automate customer interactions with Financial Services Cloud

开始
+1,500 分
进阶级
管理员
~3 小时 30 分钟
+1,500 分
进阶级
管理员
~3 小时 30 分钟
+400 分
徽章

Insurance for Agentforce Financial Services Admin Advanced Features

Optimize your Insurance for Financial Services Cloud setup with advanced configurations.

~1 小时 15 分钟
+500 分
徽章

Insurance Data Model

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

~45 分钟
~3 小时 30 分钟

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您将获得的技能

完成学习路径以构建您的专业技能。 了解更多
  • 一般销售惯例
  • 数据科学
  • 企业战略

产品

  • Agentforce Financial Services

行业

  • 金融服务