Skip to main content

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

+1,500 分

进阶级

管理员

~3 小时 30 分钟

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

Financial Services Cloud

行业

金融服务

+1,500 分

进阶级

管理员

~3 小时 30 分钟

+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

Say Hello to Insurance for Financial Services Cloud

~10 分钟

Get Started with Admin Essentials

~20 分钟

Set Up Advanced Access to Insurance Features

~15 分钟

Enable Distributor Performance Management

~15 分钟

Set Up Producers

~15 分钟

Set Up a Portal for Independent Insurance Agents

~15 分钟

hide隐藏 6 个单元

+400 分

模块

Insurance for Financial Services Cloud Admin Advanced Features

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

~1 小时 15 分钟

Set Up Life Events and Business Milestones

~25 分钟

Set Up Essential Features of Insurance Policies and Claims

~20 分钟

Set Up Advanced Features of Insurance Policies and Claims

~15 分钟

Finalize Your Insurance Setup

~15 分钟

show显示 4 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

Get to Know the Insurance Data Model

~10 分钟

Explore Insurance Policy Coverage, Assets, and Transactions

~10 分钟

Work with Quotes and Group Contracts

~10 分钟

Relate Producers, Policies, and Legal Entities

~5 分钟

Say Hello to Insurance Claims

~10 分钟

show显示 5 个单元

~3 小时 30 分钟

了解更多

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。