Send en opdateringsanmodning via mail eller telefon for Retail Banking Service Process
Dine serviceagenter kan registrere og sende en mail- eller telefonopdateringsanmodning gennem Opdater mail eller Telefon Omniscript. Der oprettes en sag i Salesforce.
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Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Brugertilladelser påkrævet
Hvis du vil opsætte Serviceprocessen Opdater mail eller Telefon:
Tilpas applikation
På kundens personkontoregistreringsside i Handlingsstarter skal du vælge handlingen til opdatering af mailen eller telefonnummeretjenesteanmodningen.
Vælg den mailadresse, det telefonnummer eller det mobilnummer, du vil opdatere.
Angiv den nye mailadresse, telefonnummer eller mobilnummer.
Gennemse den opdaterede mailadresse og telefonnummer, og send anmodningen.
Der oprettes en sag i Salesforce for den sendte mail eller telefonopdateringsanmodning.
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