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Learn to Work in Financial Services Cloud

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Free Online Course: Learn to Work in Financial Services Cloud provided by Trailhead is a comprehensive online course, which lasts for 4-5 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
4-5 hours worth of material
Self Paced
Overview

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

    • Learn the basics of working in Financial Services Cloud and watch your productivity soar.
    • Understand households, manage accounts, and track interactions with your customers.
    • Grow your business with referrals and metrics.
    • Learn how the insurance platform can help deliver connected customer experiences.

Syllabus

    • Financial Services Cloud for Users
      • Connect to Your Customers
      • Familiarize Yourself with the Basics
    • Client Management with Financial Services Cloud
      • Map Client Relationships
      • Create Financial Accounts and Holdings
      • Explore Financial Account Roles and Financial Goals
      • Manage Client Interactions
    • Client List Growth with Financial Services Cloud
      • Gain Clients Via Referrals
      • Track Client Metrics
    • Insurance Agent Console for Sales and Service
      • Get Started with Insurance Agent Console
      • Give Sales Agents a 360-Degree View of Policyholders
      • Create a New Life Event
      • Review the Policies Tab
      • Give Service Reps a 360-Degree View of Policyholders
      • Automate Repetitive Business Processes with Salesforce Flow

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