Скачать или смотреть How can I use cases to manage on-going client services in Salesforce FSC

Managing client service in financial services is not the same as in other industries. In this video, Jenna from SOLVD.cloud explains how Salesforce Financial Services Cloud (FSC) transforms the case object from a basic ticketing system into a dynamic tool for ongoing client relationship management. Discover how to use relationship-based service, action plans, and interaction summaries to automate and elevate client support while maintaining compliance.

You'll learn:

Why standard service clouds fall short for financial services

How FSC connects cases to full client profiles

How to use Action Plans to automate multi-step tasks

Tips to streamline your page layouts, record types, and automation with Flow

📞 Ready to automate client service at your firm? Schedule a free consultation with SOLVD.cloud today. Music from Free To Use
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