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金融服务 | 创建客户计划目标评测
创建客户计划目标评测记录,以存储与客户计划关联的目标的目标度量的性能。
创建客户计划目标评测记录,以存储与客户计划关联的目标的目标度量的性能。
| 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。 |
| 所需用户权限 | |
|---|---|
| 要创建客户计划目标评测: | 访问银行关系帮助 与 适用于金融服务的 Einstein |
| 请参阅标准客服人员操作的通用用户访问权限。 | |

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