Learn to Work in Financial Services Cloud
Get a comprehensive view of your financial services customers so you can better meet their needs.
+3,600 分
入门级
业务用户
~3 小时 25 分钟
+3,600 分
入门级
业务用户
~3 小时 25 分钟
+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
hide隐藏 2 个单元
+2,000 分
模块
Client Management with Financial Services Cloud
Understand households, manage accounts, and track interactions with your customers.
~1 小时 45 分钟
show显示 4 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
show显示 6 个单元
~3 小时 25 分钟