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子工作人員:資金轉移至自有帳戶要求
「資金轉移至專屬帳戶」子代理程式會提取與客戶相關聯的所有財務帳戶、檢查任何帳戶限制,並提示使用者選取轉移類型。然後,子工作人員會收集必要的詳細資料,並建立基金轉移的個案。

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「資金轉移至專屬帳戶」子代理程式會提取與客戶相關聯的所有財務帳戶、檢查任何帳戶限制,並提示使用者選取轉移類型。然後,子工作人員會收集必要的詳細資料,並建立基金轉移的個案。
| 提供版本:Lightning Experience |
| 提供版本:具有 Agentforce for Automotive 附加元件或包含在 Agentforce 1 Automotive Edition 中的 Enterprise、Performance、Unlimited 及 Developer Edition。需要每個使用者擁有 Agentforce for Automotive 附加元件才能存取動作。 |

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