Skip to Navigation Skip to Main Content

Record Rollups in Financial Services Cloud

Record Rollups in Financial Services Cloud

Description

Help financial advisors and wealth managers gain a holistic view of client portfolios.

Badge
Status
Type
Completed By
Max Score
Duration
Active
Module
38
200
~30 mins
Completed By
Trailblazer
Name
Points
Completed at
200
2021-02-08 19:02:13
200
2021-02-08 20:28:46
200
2021-02-09 18:24:47
200
2021-02-09 20:14:14
200
2021-02-11 17:16:03
200
2021-02-14 02:03:09
200
2021-02-15 07:08:12
200
2021-02-16 07:51:29
200
2021-03-08 18:13:04
200
2021-04-02 19:26:30
200
2021-08-02 14:02:06
150
2021-02-08 21:07:29
150
2021-02-09 16:17:39
150
2021-02-10 09:18:22
150
2021-02-10 20:11:04
Share