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Seus representantes de serviço podem capturar e enviar uma solicitação Iniciar transferência de conta do cliente automatizada usando o OmniScript Iniciar transferência de conta automatizada.
| 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 Iniciar transferência de conta do cliente automatizada: | Personalizar aplicativo |
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