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複製起始自動化客戶帳戶轉移 Salesforce 流程
向您的使用者顯示提交用戶端「啟動自動化客戶帳戶轉移」要求的逐步指示。自訂流程以符合您的業務需求。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
向您的使用者顯示提交用戶端「啟動自動化客戶帳戶轉移」要求的逐步指示。自訂流程以符合您的業務需求。
| 提供版本:Lightning Experience |
| 提供版本:啟用 Financial Services Cloud 的 Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 複製「起始自動化客戶帳戶轉移」流程: | 自訂應用程式 |
「起始自動化帳戶轉移」協調流程會通知帳戶已提出「自動化帳戶轉移」要求,並嘗試處理要求。如果嘗試成功,則協調流程會結束相關聯的個案,並通知帳戶。如果嘗試失敗,則協調流程會通知個案擁有者。
自訂並將「起始自動化帳戶轉移」協調流程新增至「起始自動化帳戶轉移」服務流程。

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