Dupliker Omniscript for processen Start automatisk kundekontoverførselstjeneste
Giv dine brugere en guidet sti til fuldførelse af anmodningsoptagelsesprocessen i Serviceprocessen Start automatisk kontooverførsel. Brug Omniscript, som det er, eller tilpas det, så det opfylder dine forretningsbehov.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil duplikere Omniscript for Start automatisk kundekontooverførsel:
Tilpas applikation
Fra Appstarter skal du finde og vælge Omniscripts.
Vent nogle få øjeblikke, før Omniscripts-listevisningen vises.
Vælg FSCWlth/AutomatedCustomerAccountTransfer.
Klik på Ny version.
Klik på Aktiver version.
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