Klona Omniscript för processen Initiera automatiserad kundkontoöverföring
Ge dina användare en guidad väg för att slutföra processen för begärandeintag i serviceprocessen Initiera automatiserad kontoöverföring. Använd Omniscript som det är, eller anpassa det så att det uppfyller dina verksamhetsbehov.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Editions där Financial Services Cloud är aktiverat
Vänta ett litet tag på att listvyn Omniscripts visas.
Välj FSCWlth/AutomatedCustomerAccountTransfer.
Klicka på Ny version.
Klicka på Aktivera version.
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