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Dine servicemedarbejdere kan registrere og sende en Administrer modtagere-anmodning gennem Omniscript for Administrer modtagere.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil indsende en Administrer modtagere-anmodning: | Tilpas applikation |
Der oprettes en sag i Salesforce til tilføjelse eller fjernelse af en begunstigelsesanmodning.
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