Manage Financial Deals
Share data securely, create meeting notes, and track deals better.
+1,000 分
进阶级
管理员
~2 小时 35 分钟
+1,000 分
进阶级
管理员
~2 小时 35 分钟
+400 分
模块
Compliant Data Sharing in Financial Services Cloud
Share confidential client data in a secure and compliant manner.
~1 小时 10 分钟
hide隐藏 4 个单元
+300 分
模块
Interaction Summaries in Financial Services Cloud
Use Interaction Summaries to capture and share structured meeting notes.
~50 分钟
show显示 3 个单元
+300 分
模块
Financial Deal Management in Financial Services Cloud
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
~35 分钟
show显示 3 个单元
~2 小时 35 分钟