Hjelper servicerepresentanter med å fange opp klientforespørsler om å oppdatere sine kontorelaterte og økonomikontorelaterte adresser. Underagenten Adresseoppdatering henter alle adresser som er knyttet til kunden, ber brukeren om å velge en, samler inn de nye adressedetaljene og oppretter en sak for oppdateringen.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition med tilleggslisensen Agentforce for Financial Services eller inkludert i Agentforce 1 Financial Services Edition. Krever at hver bruker har tillegget Agentforce for Financial Services for å få tilgang til handlingen.
Nødvendige brukertillatelser
For å konfigurere og bruke underagent for adresseoppdatering:
Financial Services Cloud-utvidelse ELLER FSC-tjeneste
OG
Tilgang til assistanse for banktjenester
For å bruke Agentforce:
Behandle AI-agenter og Behandle Agentforce agenter
Eksempler på ytringer som utløser denne underagenten
"Endre forretningsadressen til Jane Smith."
"Endre kundens primære adresse i posten."
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