Salesforce Financial-Services-Cloud Question Answer
An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
Salesforce Financial-Services-Cloud Summary
- Vendor: Salesforce
- Product: Financial-Services-Cloud
- Update on: Jul 31, 2025
- Questions: 168