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Manage Financial Deals

Salesforce via Trailhead

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Overview

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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.

Syllabus

  • Compliant Data Sharing in Financial Services Cloud
    • Get Started with Compliant Data Sharing
    • Set Up Compliant Data Sharing
    • Set Up Participants
    • Set Up a Financial Deal Record
  • Interaction Summaries in Financial Services Cloud
    • Learn About Interaction Summaries
    • Set Up Interaction Summaries
    • Work with Interaction Summaries
  • Financial Deal Management in Financial Services Cloud
    • Meet Financial Deal Management
    • Set Up Financial Deal Management
    • Work with Financial Deal Management

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