Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+2,000 分
进阶级
管理员
~4 小时 15 分钟
+2,000 分
进阶级
管理员
~4 小时 15 分钟
+500 分
模块
Financial Services Cloud Basics
Explore solutions to personalize engagement, streamline onboarding, and scale service.
~45 分钟
hide隐藏 5 个单元
+500 分
模块
Financial Services Cloud Data Modeling
Explore standard data models to unify your client and financial services data.
~50 分钟
show显示 5 个单元
+400 分
模块
Intelligent Referrals and Scoring with Financial Services Cloud
Prioritize relationships across lines of business with referral management.
~1 小时 15 分钟
show显示 4 个单元
+200 分
模块
Experience Cloud Sites in Financial Services Cloud
Learn about Experience Cloud sites, enable them in your org, and create your first site.
~30 分钟
show显示 2 个单元
+400 分
模块
Action Plans in Financial Services Cloud for Admins
Set up Action Plans to deliver consistent and compliant client engagement experiences.
~55 分钟
show显示 4 个单元
~4 小时 15 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。