Ayuda a los representantes de servicio a elevar una solicitud para configurar nuevas instrucciones permanentes, actualizar programaciones de pago existentes o procesar cancelaciones.
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 acciĆ³n.
Permisos de usuario necesarios
Para configurar y utilizar el subagente de gestiĆ³n de instrucciones permanentes para Financial Services:
ExtensiĆ³n 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
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