Usted estĆ” aquĆ:
Ayude a los clientes a obtener sus planes de cobro y proporcione detalles relevantes acerca de sus planes de cobro. AdemĆ”s, utilice la biblioteca de datos para responder a cualquier pregunta general sobre planes de recopilaciĆ³n.
| Disponible en: Lightning Experience |
| Financial Services Cloud: Enterprise Edition, Performance Edition y Unlimited Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para obtener detalles del plan de recopilaciĆ³n y responder a consultas generales relacionadas con Recopilaciones: | Especialista en cobros y recuperaciĆ³n Y Servicio de FSC O Ventas de FSC Y Conjunto de permisos personalizado creado |
| Para utilizar Agentforce: | Usuario Agente de servicio Agentforce |
| Consulte Acceso de usuario comĆŗn para acciones de agente estĆ”ndar. | |
| Nombre de API | CollectionsInformationAndQuerySupportASA |
| Acciones de agente incluidas | Obtener detalles de planes de recopilaciĆ³n por nombre Obtener planes de recopilaciĆ³n para partes y contactos relacionados |
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