Share data securely, create meeting notes, and track deals better.
Share confidential client data in a secure and compliant manner.
Use Interaction Summaries to capture and share structured meeting notes.
Manage the entire lifecycle of a financial deal with compliant role-based sharing.
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。
