Klone Omniscript for Behandle kredittgrense-tjenesteprosessen
Gi brukerne en veiledet bane for å fullføre inntaksprosessen for forespørsler i tjenesteprosessen Behandle kredittgrense. Bruk Omniskript for kredittgrensebehandling 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 Omniskript for behandling av kredittgrense:
Tilpasse program
Finn og velg Omniskript fra Appstarter.
Vent litt til listevisningen Omniskript vises.
Velg FSCRtl/ManageCreditLimit .
Klikk på Ny versjon.
Klikk på Aktiver versjon.
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