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复制请求贷款还清报表 Salesforce 流
使用“处理贷款还清报表请求”流编排,向用户显示为客户提交贷款还清报表请求的逐步说明。自定义流,以满足您的业务需求。

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使用“处理贷款还清报表请求”流编排,向用户显示为客户提交贷款还清报表请求的逐步说明。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“请求贷款还清报表”流: | 自定义应用程序 |
“处理贷款清偿报表请求”编配会通知客户已发出贷款清偿报表请求,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。
自定义流程贷款还清报表请求编排,并将其添加到请求贷款还清报表服务流程。

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