Hjælper servicemedarbejdere med at registrere klientanmodninger for at opdatere deres konto-relaterede og finansielle konto-relaterede adresser. Emnet Adresseopdatering henter alle adresser, der er tilknyttet kunden, beder brugeren om at vælge en, indsamler de nye adresseoplysninger og opretter en sag for opdateringen.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for Financial Services for at få adgang til handlingen.
Brugertilladelser påkrævet
Hvis du vil konfigurere og bruge adresseopdateringsagentemne:
Financial Services Cloud-udvidelse ELLER FSC-tjeneste
"Rediger kundens primære adresse på registrering".
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