取引の紛争管理では、ユーザーが金融取引に関連する顧客の紛争を捕捉して送信するための合理化されたプロセスが提供されます。Service Process Studio を使用して、取引の紛争管理サービスプロセスをすばやく設定し、顧客の紛争を捕捉するためのガイド付きステップバイステッププロセスをユーザーに提供します。ユーザーが Salesforce の顧客のレコードページから直接紛争受入要求を起動できるようにします。
必要なエディション
使用可能なインターフェース: Lightning Experience
使用可能なエディション: Financial Services Cloud が有効になっている Professional Edition、Enterprise Edition、および Unlimited Edition
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