Connections
Financial Services Cloud
Train, enable and empower your team in Financial Services Cloud – from anywhere. Customize out-of-the-box Financial Services Cloud training content and surface that training in-app, exactly where your users need it.
3 steps to enable your team in Financial Services Cloud with Spekit
1.
Chat with our training experts
Chat with us to see how easily Spekit can help your team train, onboard and reinforce learning in real-time, right where questions arise in Financial Services Cloud.
2.
Customize training to your needs
Customize out-of-the-box Financial Services Cloud training content in a few clicks to meet your unique business needs. Add videos, images more to create engaging learning experiences.
3.
Automatically see training in Financial Services Cloud
See training surface right where your team is working in Financial Services Cloud beside defined terms, fields, picklist values and processes. Then, invite your team to join!
Free Financial Services Cloud End-User 101 Training Manual
Don’t write your training from scratch. We’ve collaborated with Financial Services Cloud experts to prepare the complete guide to get your team started!
Download to access customizable training on Financial Services Cloud including:
- How to set up accounts
- How to set up and maintain households
- How to create cases
- Managing different account types
- Managing leads, referrals, objects and more!
Download Now
Spektacular Features
Customize training in Spekit to appear in-app, within Financial Services Cloud
Consolidate Financial Services Cloud training within a single, accessible solution
With Spekit, all your Financial Services Cloud training lives in one, consolidated solution. Customize, build and scale training to help your team learn with ease.
Surface Financial Services Cloud training and resources in your instance
With Spekit, surface knowledge and training directly within Financial Services Cloud, right where questions arise.
Related tool training and resources
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Salesforce CPQ
Customize CPQ training content to help your team navigate Salesforce CPQ with ease.
Salesforce Lightning
Spekit surfaces training directly within Salesforce Lightning to fuel your team with real-time answers. Customize free, out-of-the-box training content to onboard your team in Salesforce Lightning in minutes.
Classic 101 End-User Training Manual
Streamline onboarding with everything your team needs to know to navigate Salesforce Classic including managing accounts, creating opportunities, updating leads and more!
