Uw servicevertegenwoordigers kunnen een verzoek om geautomatiseerde accountoverdracht starten vastleggen en indienen met behulp van het Omniscript Geautomatiseerde accountoverdracht starten.
| Beschikbaar in: Lightning Experience |
| Beschikbaar in: Professional, Enterprise en Unlimited Edition waarin Financial Services Cloud is ingeschakeld |
| Benodigde gebruikersmachtigingen | |
|---|---|
| Een verzoek om geautomatiseerde overdracht van klantaccount starten indienen: | Toepassing aanpassen |
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