Finansiella tjänster | FinServ-paket Skapa livshändelse (FSC-hanterat paket)
Samla in konto-ID, namn, datum och typ. Skapa en livshändelse relaterad till kontot.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Enterprise, Performance, Unlimited och Developer Editions med tillägget Agentforce för Financial Services eller inkluderat i Agentforce 1 Financial Services Edition. Kräver att varje användare har tillägget Agentforce för Financial Services för åtkomst till åtgärden.
Behörigheter som behövs
Använda Financial Services Cloud:
Financial Services Cloud-tillägg
ELLER
FSC Foundation
ELLER
FSC-försäljning
ELLER
FSC-tjänst
Använda hjälp för finansrådgivare i FinServ-paket:
Användarbehörigheten Einstein för Financial Services
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