Disponible en: Lightning Experience en Professional Edition, Enterprise Edition y Unlimited Edition donde la licencia Financial Services Cloud estĆ” activada
Crear y asignar un conjunto de permisos Cree y asigne un conjunto de permisos para que los usuarios del portal otorguen la licencia y los permisos que necesitan para programar y gestionar citas en el Portal de clientes de Financial Services.
Gestionar informaciĆ³n comercial para la reserva de citas Gestione informaciĆ³n relacionada con su negocio y las partes interesadas, como ubicaciones de servicio, recursos de servicio, habilidades, temas y plantillas de citas. Configure esta informaciĆ³n comercial para proporcionar una experiencia personalizada para los usuarios de su portal en la programaciĆ³n de citas.
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