Recopile el Id. de cuenta, el estado, el tipo, el valor objetivo, la fecha objetivo y el nombre. Cree un objetivo financiero para la cuenta.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise, Performance, Unlimited y Developer Edition con el complemento Agentforce for Financial Services Edition o incluido en Agentforce 1. 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 la Asistencia del asesor financiero del paquete FinServ:
Permiso de usuario Einstein for Financial Services
Y
Configuración Asistencia de asesor financiero
Para utilizar Agentforce:
Conjunto de permisos Generador de plataforma de agentes
Para ejecutar plantillas de solicitud:
Permiso de usuario Ejecutar plantillas de solicitud
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