Salesforce Financial Services Cloud Certification. Professional , enterprise , and unlimited editions. And then configure the app to suit how your users like to work.
Now you can connect your entire institution across lines of business, geographies, and channels. You can use other features such as call center, email & chat, phone, google search, contracts and entitlements, chatter and call scripting. Enable your clients to become their customers' financial wellness partner with trust, transparency, and convenience.
Learn how to discover your customers needs and how to identify business pains in our core products:
Watch and share the sales cloud overview demos; Integral to this mission is Salesforce financial services cloud concurrent scheduling (aka overbooking). Good luck with your journey, let us know how you get on