Aktiver den generative AI-motoren som sammenligner uttrukne dokumentdata mot Salesforce-postene dine. Dette trinnet krever spesifikke tillatelser og en tilkobling til Einstein generativ AI.
Nødvendige utgaver
Tilgjengelig i Lightning Experience.
Tilgjengelig i Enterprise og Unlimited Edition som har Financial Services Cloud aktivert.
Nødvendig brukertillatelse
For å aktivere AI-drevet dokumentvalidering:
Financial Services Cloud Comprehensive ELLER FSC Sales ELLER FSC Service
OG
Einstein for Financial Services-tillegg
OG
Dokumentsjekklisteelement
OG
Data Cloud-arkitekt
OG
Ledetekstmalbehandling
Finn og velg Avanserte dokumentvalideringsinnstillinger fra Oppsett.
Slå på AI-drevet dokumentvalidering.
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