Extraiga planes de acción de notas de reuniones. Identifique uno o más planes de acción, estados y fechas de inicio para asesores de gestión de patrimonio.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise, Performance, Unlimited y Developer Edition con el complemento Agentforce for Financial Services o incluido en Agentforce 1 Financial Services Edition. Requiere que cada usuario tenga el complemento Agentforce for Financial Services para acceder a la acción.
Permisos necesarios
Para utilizar Financial Services Cloud:
Extensión de Financial Services Cloud
O
Fundación FSC
O
Ventas de FSC
O
Servicio FSC
Para utilizar Asistencia de asesor financiero:
Permiso de usuario Einstein for Financial Services
Y
Configuración Asistencia de asesor financiero
Para utilizar objetos estándar de Gestión de cuentas financieras:
Parámetro Objetos estándar de Gestión de cuentas financieras
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