Klone Omniscript for prosessen Start automatisk overføring av kundekontotjeneste
Gi brukerne en veiledet bane for å fullføre inntaksprosessen for forespørsler i prosessen Start automatisk kontoverføring. Bruk Omniskript slik det er, eller tilpass det til forretningsbehovene dine.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Nødvendige brukertillatelser
Slik kloner du Omniscript for initiering av automatisk overføring av kundekonto:
Tilpasse program
Finn og velg Omniskript fra Appstarter.
Vent noen øyeblikk til listevisningen Omniskript vises.
Velg FSCWlth/AutomatedCustomerAccountTransfer.
Klikk på Ny versjon.
Klikk på Aktiver versjon.
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