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Økonomiske tjenester | Opret eller opdater en dagsordrekladde
Indsaml notat-id'et og dagsordenen. Opret eller opdater dagsordenen.
breadcrumbDescription
Indsaml notat-id'et og dagsordenen. Opret eller opdater dagsordenen.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Enterprise, Performance, Unlimited og Developer Edition med tilføjelsesprogrammet Agentforce for Financial Services eller inkluderet i Agentforce 1 Financial Services Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for Financial Services for at få adgang til handlingen. |
| Nødvendige tilladelser | |
|---|---|
| Hvis du vil bruge Financial Services Cloud: | Financial Services Cloud-udvidelse ELLER FSC Foundation ELLER FSC-salg ELLER FSC Service |
| Hvis du vil bruge hjælp til finansiel rådgiver: | Brugertilladelsen Einstein for Financial Services OG Indstillingen Hjælp til finansiel rådgiver |
| Hvis du vil bruge standardobjekter for Administration af finansiel konto: | Indstillingen Standardobjekter for Administration af finansiel konto |
| Se Almen brugeradgang til standardagenthandlinger. | |
| API-navn | CreateOrUpdateAgendaDraft |
| Referencehandlingstype | Forløb |
| Referencehandling | Opret eller opdater agendakladde |
| Kører denne handling en eller flere meddelelsesskabeloner? | Nej |
| Påkrævet opsætning | Bistand til finansielle rådgivere |

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