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Seus representantes de serviço podem capturar e enviar uma solicitação Gerenciar instruções permanentes usando o OmniScript Gerenciar instruções permanentes.
| Disponível em: Lightning Experience |
| Disponível em: Edições Professional, Enterprise e Unlimited em que o Financial Services Cloud está habilitado |
| Permissões de usuário necessárias | |
|---|---|
| Para enviar uma solicitação Gerenciar instruções permanentes: | Personalizar aplicativo |
Um caso é criado no Salesforce para a solicitação Gerenciar instruções permanentes.
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