Sus agentes de servicio pueden capturar y enviar una solicitud Transferir fondos a cuenta propia a través del OmniScript Transferir fondos a cuenta propia. A continuación se crea un caso en Salesforce.
| Disponible en: Lightning Experience |
| Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar el proceso de servicio Transferir fondos a cuenta propia: | Personalizar aplicación |
Se crea un caso en Salesforce para la solicitud enviada para transferir fondos entre cuentas.
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