授與使用者 AI 增強功能的存取權,例如提示範本,以及與其搭配使用的可叫用動作和流程。「關係經理」使用提示範本快速摘要業務關係計畫的關係和互動。
必要版本
提供版本：已啟用 FSC Sales & Service 授權或 FSC Sales 授權和 Einstein for Sales 附加元件的 Lightning Experience Enterprise 和 Unlimited Edition
需要的使用者權限
若要啟用「業務關係計畫 AI」設定:
Financial Services Cloud 擴充或 FSC 銷售
和
FSC 銷售 Einstein
若要建立或更新 Omnistudio 元件:
Omnistudio 管理員
在提示詞產生器中建立與管理提示範本:
提示範本管理員
進入「設定」,在「快速尋找」方塊中輸入「財務服務 AI 設定」,然後在「Financial Services Cloud」下選取「財務服務 AI 設定」。
開啟「商業關係 AI」。
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