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金融服务 | 创建转移资金的个案
创建在客户的财务账户之间转移资金的个案。支持内部对内部客户、外部对内部客户和内部对外部客户之间的转移,包括自有客户转移、贷款付款和信用卡付款。
创建在客户的财务账户之间转移资金的个案。支持内部对内部客户、外部对内部客户和内部对外部客户之间的转移,包括自有客户转移、贷款付款和信用卡付款。
| 适用于:Lightning Experience |
| 适用于:带 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要使用 Financial Services Cloud: | Financial Services Cloud 扩展 或者 FSC 服务 |
| 请参阅标准客服人员操作的通用用户访问权限。 | |

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