Konfigurer stats- og landepluklister for serviceprocesser
Sørg for, at dine brugere kan vælge gyldige stats- og landeværdier i registreringsformularerne for dine serviceprocesser. Aktiver og konfigurer standardstats- og lande-/områdepluklister i Salesforce for at understøtte dataregistrering for specifikke bank- og forsikringsserviceprocesser.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition med Financial Services Cloud og Unified Catalog.
Adskillige finansielle tjenesteprocesser kræver, at brugere angiver adresseoplysninger, f.eks. forsendelsesdestinationer for checklister eller faktureringsadresser for forsikringspolicer. Disse Omniscript-formularer er afhængige af Salesforce-standard- og landepluklister.
Udfør kun denne opgave, hvis du opsætter disse serviceprocesser.
Adresseopdatering
Rediger faktureringscyklus
Lås eller lås kort op
Administrer modtagere
Administrer kortanvendelse
Administrer kreditbegrænsningstjeneste
Bestillingscheckliste
Adviser rejseplaner
Anmod om udbetaling af lån
Start køretøjets første meddelelse om tab
Rapporter for første gang om tab for husejere
Ejendomsplanlægning
Start automatisk kundekontooverførsel
Administrer modtagere for Wealth Banking
Administrer permanente instruktioner for Wealth Banking
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