Servicios financieros | Estructura del paquete FinServ Notas de la reuniĆ³n del asesor financiero (paquete gestionado de FSC)
Estructurar y organizar notas de reuniones. Identifique los detalles clave del cliente, las necesidades, las preocupaciones y los siguientes pasos para una reuniĆ³n de seguimiento.
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 acciĆ³n.
Permisos necesarios
Para utilizar Financial Services Cloud:
ExtensiĆ³n de Financial Services Cloud
O
FundaciĆ³n FSC
O
Ventas de FSC
O
Servicio FSC
Para utilizar la Asistencia de asesor financiero del paquete FinServ:
Permiso de usuario Einstein for Financial Services
Y
ConfiguraciĆ³n Asistencia de asesor financiero
Para utilizar Agentforce:
Conjunto de permisos Generador de plataforma de agentes
Para ejecutar plantillas de solicitudes:
Permiso de usuario Ejecutar plantillas de solicitudes
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewerās interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
