Structureer en organiseer vergadernotities. Bepaal de belangrijkste details, behoeften, zorgen en volgende stappen van de klant voor een vervolgvergadering.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Enterprise, Performance, Unlimited en Developer Edition met de uitbreiding Agentforce for Financial Services of inbegrepen in Agentforce 1 Financial Services Edition. Vereist dat elke gebruiker de uitbreiding Agentforce voor Financiƫle dienstverlening heeft om toegang tot de actie te krijgen.
Benodigde machtigingen
Financial Services Cloud gebruiken:
Financial Services Cloud-extensie
OR
Stichting FSC
OR
FSC Sales
OR
FSC Service
Als u Assistentie voor financiƫle adviseurs van het FinServ-pakket wilt gebruiken:
Gebruikersmachtiging Einstein for Financial Services
Laat ons weten wat we kunnen doen om te verbeteren!
Wordt geladen
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