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从 Agentforce 财务顾问帮助模板创建客服人员
简化客户与财务顾问帮助客服人员的互动。该客服人员为财富顾问提供对客户汇总见解的快速访问,包括投资组合绩效、财务目标、人生大事、财务计划等。

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简化客户与财务顾问帮助客服人员的互动。该客服人员为财富顾问提供对客户汇总见解的快速访问,包括投资组合绩效、财务目标、人生大事、财务计划等。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需权限 | |
|---|---|
| 要使用 Financial Services Cloud: | Financial Services Cloud 扩展 或者 FSC Foundation 或者 FSC 销售 或者 FSC 服务 |
| 要使用财务顾问帮助: | Einstein for Financial Services 用户权限 与 财务顾问帮助设置 |
| 要使用 Agentforce: | 客服人员平台生成器权限集 |
| 运行提示模板: | 执行提示模板用户权限 |
| 要使用财务客户管理标准对象: | 财务客户管理标准对象设置 |
如果您使用使用 Gen AI 创建选项创建客服人员,请确保包含客服人员主题。

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