Meddelelsesskabelon. Giv formuerådgivere et sammendrag i realtid af en kontos finansielle profil i Salesforce Financial Services Cloud.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Performance, Unlimited og Developer Edition med tilføjelsesprogrammet Agentforce for Financial Services eller inkluderet i Agentforce 1 Financial Services Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for Financial Services for at få adgang til handlingen.
Nødvendige tilladelser
Hvis du vil bruge Financial Services Cloud:
Financial Services Cloud-udvidelse
ELLER
FSC Foundation
ELLER
FSC-salg
ELLER
FSC Service
Hvis du vil bruge FinServ-pakkehjælp til finansiel rådgiver:
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