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客服人员主题:支票簿订单
通过指定所需的支票假期数量和首选交付方式,帮助服务代表捕获客户订购新支票簿的请求。“支票簿订单”主题检索与客户关联的所有财务账户,收集新支票簿的详细信息,并为支票簿请求创建个案。

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通过指定所需的支票假期数量和首选交付方式,帮助服务代表捕获客户订购新支票簿的请求。“支票簿订单”主题检索与客户关联的所有财务账户,收集新支票簿的详细信息,并为支票簿请求创建个案。
| 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 | |
|---|---|
| 配置和使用支票簿订单客服人员主题: | 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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