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設定服務流程的州和國家選項清單
請確保您的使用者可以在服務流程的入院表單中選取有效的州和國家值。在 Salesforce 中啟用並設定標準的州和國家/地區選項清單,以支援特定銀行和保險服務流程的地址資料擷取。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
請確保您的使用者可以在服務流程的入院表單中選取有效的州和國家值。在 Salesforce 中啟用並設定標準的州和國家/地區選項清單,以支援特定銀行和保險服務流程的地址資料擷取。
| 提供版本:Lightning Experience |
| 提供版本:具備 Financial Services Cloud 和「統一目錄」的 Enterprise、Unlimited 及 Developer Edition。 |
許多財務服務流程需要使用者輸入地址資訊,例如簽帳簿的寄送目的地或保單的帳單地址。這些 Omniscript 表單依賴標準 Salesforce 州和國家選項清單。
只有在您正在設定這些服務流程時,才執行此工作。

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