
It’s Trailmix release day and we’re ready to “tea-off!”
Project
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Create a Process for Managing Support Cases: Streamline workflow and improve productivity with new processes, record types, and rules.
Modules
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Financial Services Cloud for Users: Learn the basics of working in Financial Services Cloud and watch your productivity soar.
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Client Management with Financial Services Cloud: Understand households, manage accounts, and track interactions with your customers.
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Client List Growth with Financial Services Cloud: Grow your business with referrals and metrics.
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Marketing Content Creation: Learn the value of successful content and how our tools can help you create it.
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Content Builder Basics: Configure and customize this powerful tool to implement a successful content strategy.
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Marketing Cloud Connect: Configure Salesforce CRM and Marketing Cloud to share key data across your clouds.
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Artificial Intelligence for Customer Service: See how artificial intelligence is changing customer service, from chatbots to analytics.
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Field Service Preventive Maintenance: Track the installation, replacement, and periodic maintenance of your customers’ assets.
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Daily Productivity Tips for Sales: Learn how the best sales reps get more out of their day.
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Datasets and Dashboards in B2B Marketing Analytics: Use datasets, lenses, and dashboards to organize and analyze your marketing data.
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Einstein Bots Basics: Learn how to make customer service smarter and easier with chatbots.
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Architecture of Commerce Cloud Digital: Learn the architecture and tools you use to develop for Commerce Cloud Digital.
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Commerce Cloud Digital for Developers: Get to know the tools and technologies you use to develop for Commerce Cloud Digital.
Trails
- Learn to Work in Financial Services Cloud: Get a comprehensive view of your financial services customers so you can better meet their needs.
- Create Compelling Content with Content Builder: Discover the virtues of good content and learn how Content Builder can help you drive customer engagement.
- Use Marketing Cloud Connect to Integrate with Salesforce CRM: Learn how the powerful features of Marketing Cloud Connect can integrate your sales, marketing, and service data.
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Grow Your Career as a Customer Service Agent: Get skills to advance your career and tools to help you handle difficult cases.
Check out the full Trailmix on Trailhead.Salesforce.com.
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