Documentgeneratie en e-mailconfiguratie voor het serviceproces Verzekeringsbewijs aanvragen
Wijs de gegevens van uw intakeformulier toe aan een standaard PDF-sjabloon. Verzend het gegenereerde document naar de verzekeringnemer door een Apex actie te configureren binnen uw leveringsstroom.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Enterprise, Unlimited en Developer Edition met Financial Services Cloud en Gecombineerde catalogus.
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