Active la tarjeta de un cliente y gestione su configuraciĆ³n de uso de tarjeta nacional o internacional guiando al Agente de servicio Agentforce por el proceso.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Professional, Enterprise e Unlimited con Agentforce Financial Services (anteriormente Financial Services Cloud)
Permisos de usuario necesarios
Para configurar el subagente de solicitud de activaciĆ³n de tarjeta:
ExtensiĆ³n de Financial Services Cloud O Servicio FSC
Y
Industry Service Excellence
Y
Administrador de OmniStudio
Y
Administrador de CatƔlogo unificado
Y
Administrador de Servicio de contexto.
Para utilizar el subagente de solicitud de activaciĆ³n de tarjeta:
ExtensiĆ³n de Financial Services Cloud O Servicio FSC
Y
Industry Service Excellence
Y
Usuario de OmniStudio
Para permitir a los agentes utilizar y gestionar el subagente de solicitud de activaciĆ³n de tarjeta como elementos de catĆ”logo para Whatsapp y Voice:
Agente de catƔlogo unificado
Para utilizar y gestionar el subagente de solicitud de activaciĆ³n de tarjeta como elementos de catĆ”logo para portal de comunidad y sitios web externos:
Ejemplos de expresiones que desencadenan este subagente
"He recibido mi nueva tarjeta y necesito activarla hoy"
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