Opprett definisjoner for å tilordne bestemte felt i et dokument til de tilsvarende feltene i en Salesforce-post. Disse definisjonene fastsetter kriteriene for AI-sammenligning.
| Tilgjengelig i Lightning Experience. |
| Tilgjengelig i Enterprise og Unlimited Edition som har aktivert Agentforce Financial Services. |
| Nødvendig brukertillatelse | |
|---|---|
| For å konfigurere dokumentvalideringsdefinisjoner: | Financial Services Cloud Comprehensive ELLER FSC Sales ELLER FSC Service OG Dokumentsjekklisteelement OG Data Cloud-arkitekt |
Hvis du for eksempel vil bekrefte identitetsbevis med en førerkort, legger du til søker for primærobjektet Søknadsskjema.
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