Bruk AI-generert innsikt til å se gjennom avvik mellom et opplastet dokument og Salesforce-postene dine. Godkjenn eller avvis filer raskt under gjennomgangsprosessen basert på disse innsiktene.
| Tilgjengelig i Lightning Experience. |
| Tilgjengelig i Enterprise og Unlimited Edition som har aktivert Agentforce Financial Services. |
| Nødvendig brukertillatelse | |
|---|---|
| For å bruke AI-drevet dokumentvalidering til å validere et dokumentsjekklisteelement: | Financial Services Cloud Comprehensive ELLER FSC Sales ELLER FSC Service OG Dokumentsjekklisteelement OG Data Cloud-bruker OG Bruker av ledetekstmal |
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