El tema Saldos de cuentas financieras recupera los saldos de cuentas financieras asociados con una cuenta financiera específica.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Professional, Enterprise y Unlimited con la licencia complementaria Agentforce for Financial Services o incluida en Agentforce 1 Financial Services Edition. Requiere que cada usuario tenga el complemento Agentforce for Financial Services para acceder a la acción.
Permisos de usuario necesarios
Para configurar y utilizar el tema de agente de balances de cuentas financieras:
Extensión de Financial Services Cloud O Servicio FSC
Y
Acceder a asistencia de servicio bancario
Para utilizar Agentforce Employee Agent:
Gestionar agentes de IA y Gestionar agentes empleados Agentforce
Ejemplos de expresiones que desencadenan este tema
"Mostrar el balance actual del cliente".
"Obtenga el saldo actual para la tarjeta de crédito".
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