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复制通知出行计划 Salesforce 流
向用户显示为客户提交通知出行计划请求的逐步说明。您可以自定义流,以满足您的业务需求。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
向用户显示为客户提交通知出行计划请求的逐步说明。您可以自定义流,以满足您的业务需求。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 复制通知出行计划流: | 自定义应用程序 |
进程通知出行计划编配会通知客户已发出出行通知请求,并尝试处理该请求。如果尝试成功,编配会关闭关联个案并通知客户。如果尝试失败,编配会通知个案所有人。
您可以自定义进程通知出行计划编排,并将其添加到通知出行计划服务进程。

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