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Sende en forespørsel om oppdatering av en profil for en forespørsel om Wealth Banking-tjenester
Servicerepresentantene kan opprette og sende en Oppdater profil-forespørsel ved å bruke Omniskript for oppdatering av profil.
Servicerepresentantene kan opprette og sende en Oppdater profil-forespørsel ved å bruke Omniskript for oppdatering av profil.
| Tilgjengelig i Lightning Experience |
| Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert |
| Nødvendige brukertillatelser | |
|---|---|
| For å sende en Oppdater profil-forespørsel: | Tilpasse program |
Det opprettes en sak i Salesforce for den sendte Oppdater profil-forespørselen.

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