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Client Pulse er afhængig af forløb til at hente kontodata og meddelelsesskabeloner til at generere AI-drevne sammendrag. Brug det forløb og den meddelelsesskabelon, der matcher din organisations datamodel og kontotype.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition |
| Navn | Type | Datamodel | Beskrivelse |
|---|---|---|---|
| Hent kontodetaljer for Client Pulse | Forløb | Standardobjektdatamodel | Henter kontodata fra standardobjekter og overfører dem til meddelelsesskabelonen til sammendragsgenerering. |
| Hent administrerede pakkekontodetaljer for Client Pulse | Forløb | Datamodel for Financial Services Cloud-styret pakke | Henter kontodata fra Agentforce Financial Services-administrerede pakkeobjekter og overfører dem til meddelelsesskabelonen til generering af sammendrag. |
| Generer klientpulse for personkonto | Meddelelsesskabelon | Standardobjektdatamodel | Genererer et AI-drevet klientsammendrag for personkontoregistreringer. |
| Generer klientpulse for husstand | Meddelelsesskabelon | Standardobjektdatamodel | Genererer et AI-drevet klientsammendrag for husstandskontoregistreringer. |
| Generer klientpulse for husstandsadministreret pakke | Meddelelsesskabelon | Datamodel for Financial Services Cloud-styret pakke | Genererer et AI-drevet klientsammendrag for husstandskontoregistreringer i administrerede pakkeorganisationer. |
| Generer klientpulse for den administrerede pakke for personkonto | Meddelelsesskabelon | Datamodel for Financial Services Cloud-styret pakke | Genererer et AI-drevet klientsammendrag for personkontoregistreringer i administrerede pakkeorganisationer. |
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