Gebruik door AI gegenereerde insights om discrepanties tussen een geüpload document en uw Salesforce-records te beoordelen. Bestanden snel goedkeuren of afwijzen tijdens het beoordelingsproces op basis van deze insights.
| Beschikbaar in: Lightning Experience. |
| Beschikbaar in: Enterprise en Unlimited editions waarvoor Agentforce Financial Services is ingeschakeld. |
| Vereiste gebruikersmachtigingen | |
|---|---|
| Door AI ondersteunde documentvalidatie gebruiken om een item van een documentcontrolelijst te valideren: | Uitgebreide Financial Services Cloud OR FSC-verkoop OR FSC-service EN Item documentchecklist EN Data Cloud-gebruiker EN Gebruiker van aanwijzingssjabloon |
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