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使用 AI 增強型文件驗證驗證文件檢查清單項目
使用 AI 產生的洞察可檢閱已上載文件與您的 Salesforce 記錄之間的不一致。根據這些洞察在檢閱流程期間快速批准或拒絕檔案。
使用 AI 產生的洞察可檢閱已上載文件與您的 Salesforce 記錄之間的不一致。根據這些洞察在檢閱流程期間快速批准或拒絕檔案。
| 提供版本:Lightning Experience。 |
| 提供版本:已啟用 Agentforce Financial Services 的 Enterprise 和 Unlimited Edition。 |
| 所需的使用者權限 | |
|---|---|
| 若要使用 AI 增強型文件驗證來驗證文件檢查清單項目: | Financial Services Cloud 全方位或 FSC 銷售或 FSC 服務 與 文件檢查清單項目 與 Data Cloud 使用者 與 提示範本使用者 |

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