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+4,200 分

学习路径

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

~4 小时

+200 分

模块

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~25 分钟

Connect to Your Customers

~5 分钟

Familiarize Yourself with the Basics

~20 分钟

hide隐藏 2 个单元

+2,000 分

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Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

~1 小时 45 分钟

Map Client Relationships

~30 分钟

Create Financial Accounts and Holdings

~25 分钟

Explore Financial Account Roles and Financial Goals

~25 分钟

Manage Client Interactions

~25 分钟

show显示 4 个单元

+600 分

模块

Client List Growth with Financial Services Cloud

Grow your business with referrals and metrics.

~35 分钟

Gain Clients Via Referrals

~15 分钟

Track Client Metrics

~20 分钟

show显示 2 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

Get Started with Insurance Agent Console

~5 分钟

Give Sales Agents a 360-Degree View of Policyholders

~5 分钟

Create a New Life Event

~25 分钟

Review the Policies Tab

~5 分钟

Give Service Reps a 360-Degree View of Policyholders

~5 分钟

Automate Repetitive Business Processes with Salesforce Flow

~30 分钟

show显示 6 个单元

~4 小时