Använd AI-skapade insikter för att granska avvikelser mellan ett uppladdat dokument och dina Salesforce-poster. Godkänn eller avvisa snabbt filer under granskningsprocessen baserat på dessa insikter.
| Tillgängliga i: Lightning Experience. |
| Tillgängliga i: Enterprise och Unlimited Editions som har aktiverat Agentforce Financial Services. |
| Användarbehörigheter som krävs | |
|---|---|
| Använda AI-driven dokumentvalidering för att validera ett dokumentchecklistaobjekt: | Financial Services Cloud-omfattande ELLER FSC-försäljning ELLER FSC-tjänst OCH Dokumentchecklistobjekt OCH Data Cloud-användare OCH Användare av uppmaningsmall |
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