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Sus representantes de servicio pueden capturar y enviar una solicitud Gestionar beneficiarios a través del OmniScript Gestionar beneficiarios.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Professional, Enterprise y Unlimited donde Financial Services Cloud está activada |
| Permisos de usuario necesarios | |
|---|---|
| Para enviar una solicitud Gestionar beneficiarios: | Personalizar aplicación |
Se crea un caso en Salesforce para agregar o eliminar una solicitud de beneficiario.
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