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客服人员主题:支票簿付款取消
在处理支票之前,帮助服务代表捕获客户请求,以停止支票付款或从他们的财务账户中支付一系列支票。“支票簿付款取消”主题检索与客户关联的所有财务账户,收集要停止的支票付款的详细信息,并为停止支票付款创建个案。

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在处理支票之前,帮助服务代表捕获客户请求,以停止支票付款或从他们的财务账户中支付一系列支票。“支票簿付款取消”主题检索与客户关联的所有财务账户,收集要停止的支票付款的详细信息,并为停止支票付款创建个案。
| 适用于:Lightning Experience |
| 适用于:具有 Agentforce for Financial Services 加载项许可证或包含在 Agentforce 1 Financial Services Edition 中的 Professional、Enterprise 和 Unlimited Edition。需要每个用户拥有 Agentforce for Financial Services 加载项,才可以访问操作。 |
| 所需用户权限 | |
|---|---|
| 配置和使用支票簿付款取消客服人员主题: | Financial Services Cloud 扩展或 FSC 服务 与 访问银行服务帮助 |
| 要使用 Agentforce 员工客服人员: | 管理 AI 客服人员和管理 Agentforce 员工客服人员 |

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