Hjælper servicemedarbejdere med at registrere klientanmodninger for at advisere banken om deres rejseplaner. Indsamler rejsedetaljer (datoer, destinationer og kontaktoplysninger) og opretter en sag for rejseadviseringen.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition. Kræver, at hver bruger har tilføjelsesprogrammet Agentforce for Financial Services for at få adgang til handlingen.
Brugertilladelser påkrævet
Hvis du vil konfigurere og bruge rejseadviseringsagentemne:
Financial Services Cloud-udvidelse ELLER FSC-tjeneste
"Jeg vil advisere banken om min kommende internationale rejse".
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