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复制并激活更新简档 Salesforce 流
向用户显示为客户提交更新简档请求的逐步说明。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更新简档请求的逐步说明。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 | |
|---|---|
| 复制更新简档流: | 自定义应用程序 |
进程更新简档编配会通知客户已发出更新简档请求,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。
自定义进程更新简档编排并将其添加到服务进程。

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