Dokumentgenerierung und E-Mail-Konfiguration für den Serviceprozess "Versicherungsnachweis anfordern"
Ordnen Sie Ihre Aufnahmeformulardaten einer Standard-PDF-Vorlage zu. Senden Sie das generierte Dokument an den Versicherungsnehmer, indem Sie eine Apex-Aktion in Ihrem Abwicklungs-Flow konfigurieren.
Erforderliche Editionen
Verfügbarkeit: Lightning Experience
Verfügbarkeit: Enterprise, Unlimited und Developer Edition mit Financial Services Cloud und dem einheitlichen Katalog.
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