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Como especialista en cobros, cree un plan de pago desde la página de detalles del registro del plan de cobro. Cobros y recuperación ofrece planes de pago flexibles a los clientes basándose en sus tipos de cuentas financieras y sus situaciones de dificultades financieras.
| Disponible en: Lightning Experience |
| Disponible en: Ver disponibilidad de producto y edición. |
| Permisos de usuario necesarios | |
|---|---|
| Para crear un plan de pago: | Especialista en cobros y recuperación |
| Para acceder a la cuenta financiera y objetos estándar relacionados: | Extensión de Financial Services Cloud O Fundación FSC O Servicio FSC O Ventas de FSC |
Puede crear planes de pago solo para clientes de Financial Services Cloud.
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