Inspire Customer Loyalty with Financial Services Cloud
Discover how Financial Services Cloud helps you deliver personalized wealth management.
+1,600 分
进阶级
管理员
~3 小时 35 分钟
+1,600 分
进阶级
管理员
~3 小时 35 分钟
+400 分
模块
Financial Services Cloud Data Modeling
Structure your financial services data with objects, fields, and relationships.
~25 分钟
hide隐藏 4 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
Financial Services Cloud Release Readiness
Learn about the Salesforce release cycle and how to prepare your org for a new release.
~30 分钟
show显示 2 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
~3 小时 35 分钟