Duplicar el OmniScript para iniciar el proceso de servicio de transferencia de cuenta de cliente automatizado
Proporcione a sus usuarios una ruta guiada para completar el proceso de admisión de solicitudes en el proceso de servicio Iniciar transferencia de cuenta automatizada. Utilice OmniScript tal cual o personalícelo para que se ajuste a sus necesidades comerciales.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Profesional, Enterprise e Unlimited donde Financial Services Cloud está activado
Permisos de usuario necesarios
Para duplicar el OmniScript Iniciar transferencia de cuenta de cliente automatizada:
Personalizar aplicación
Desde el Iniciador de aplicación, busque y seleccione OmniScripts.
Espere unos instantes a que aparezca la vista de lista OmniScripts.
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