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Aktiver det genererende AI-system, der sammenligner udtrukne dokumentdata med dine Salesforce-registreringer. Dette trin kræver specifikke tilladelser og en forbindelse til Einstein generative AI.
| Tilgængelig i: Lightning Experience. |
| Tilgængelig i: Enterprise og Unlimited versioner, der har Agentforce Financial Services aktiveret. |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil aktivere AI-drevet dokumentvalidering: | Omfattende Financial Services Cloud ELLER FSC-salg ELLER FSC-service OG Einstein til Financial Service-tilføjelsesprogrammet OG Element på dokumentkontrolliste OG Data Cloud-arkitekt OG Meddelelsesskabelonadministrator |
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