Hjælper kunder med at anmode om kopier af deres check- eller sparekontoplysninger. Indsamler detaljer, f.eks. den valgte konto, erklæringsperiode (foruddefinerede eller tilpassede datoer) og leveringsmetode (Mail eller Indlæg). Bekræfter alle detaljer for anmodningen og opretter en sag til fuldførelse.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Brugertilladelser påkrævet
Hvis du vil konfigurere emnet Anmodning om agent for finansiel kontopgørelse:
Financial Services Cloud-udvidelse ELLER FSC-tjeneste
OG
Tilladelsessættet Salesforce Foundations Standard
OG
Branchens servicefærdighed
OG
Omnistudio-administrator
Hvis du vil bruge emnet Anmodning om agent for finansiel kontopræmie:
Financial Services Cloud-udvidelse ELLER FSC-tjeneste
"Kan du sende mig min transaktionshistorik for de sidste tre måneder?"
"Fang min kontosætning"
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