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金融服务 | FinServ 软件包获取客户人生大事(FSC 受管软件包)
“获取客户人生大事”操作为财富顾问提供 Salesforce Financial Services Cloud 中过去和即将到来的人生大事列表。
“获取客户人生大事”操作为财富顾问提供 Salesforce Financial Services Cloud 中过去和即将到来的人生大事列表。
| 适用于:Lightning Experience |
| 适用于:Enterprise、Performance、Unlimited 和 Developer Edition,带有 Agentforce for Financial Services 加载项或包含在 Agentforce 1 Financial Services Edition 中。需要每个用户拥有 Agentforce for Financial Services 加载项,才可以访问操作。 |
| 所需权限 | |
|---|---|
| 要使用 Financial Services Cloud: | Financial Services Cloud 扩展 或者 FSC Foundation 或者 FSC 销售 或者 FSC 服务 |
| 要使用 FinServ 软件包财务顾问帮助: | Einstein for Financial Services 用户权限 和 财务顾问帮助设置 |
| 要使用 Agentforce: | 客服人员平台生成器权限集 |
| 运行提示模板: | 执行提示模板用户权限 |
| 请参阅标准客服人员操作的通用用户访问权限。 | |
| API 名称 | FinServPkgGetClientLifeEvents |
| 引用操作类型 | 流程 |
| 参考操作 | FinServ 软件包获取客户生活事件 |
| 此操作是否执行一个或多个提示模板? | 否 |
| 所需设置 | FinServ 软件包财务顾问帮助 |

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