๐๐ฃ:๐ญ๐ญ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ ๐๐ฆ๐ ๐๐ผ๐๐ฟ๐๐ฒ ๐ถ๐ ๐น๐ถ๐๐ฒ ๐
In this episode I walk through Interest Tags in Financial Services Cloud end to end: the data model (it sits on Topics!), the 8-step setup, a 3-level tag category hierarchy, the advisor experience, and a growth-opportunity dashboard.
Video Link:
@* Financial Services Cloud * @* Sales Cloud - Getting Started * @* Salesforce Administrators *@Salesforce Flow Automation @Salesblazer Community Group
#Trailhead #Salesforce Developer #Salesforce Admin #Agentforce #FSC #Financial Services Cloud
Preparing for the Salesforce Financial Services Cloud exam
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