允许用户访问 AI 支持的功能，例如提示模板，以及与其一起使用的可调用操作和流。关系经理使用提示模板快速汇总业务关系计划的关系和交互。
所需的 Edition
适用于：Lightning Experience in Enterprise and Unlimited Editions, 启用了 FSC Sales & Service 许可证或 FSC Sales 许可证和 Einstein for Sales 加载项
所需用户权限
启用业务关系计划 AI 设置：
Financial Services Cloud 扩展或 FSC 销售
与
FSC Sales Einstein
创建或更新 Omnistudio 组件：
Omnistudio 管理员
要在提示生成器中创建和管理提示模板：
提示模板管理器
从“设置”中，在快速查找框中输入金融服务 AI 设置，然后在 Financial Services Cloud 中，选择金融服务 AI 设置。
打开业务关系 AI。
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