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客服人员主题:财务客户报表请求
帮助客户请求支票或储蓄账户报表的副本。收集详细信息,例如选定客户、报表期间(预定义或自定义日期)和交付方式(电子邮件或邮寄)。确认请求的所有详细信息,并创建履行个案。

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帮助客户请求支票或储蓄账户报表的副本。收集详细信息,例如选定客户、报表期间(预定义或自定义日期)和交付方式(电子邮件或邮寄)。确认请求的所有详细信息,并创建履行个案。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 配置财务客户报表请求客服人员主题: | Financial Services Cloud 扩展或 FSC 服务 和 Salesforce Foundations 标准权限集 和 Industry Service Excellence 和 Omnistudio 管理员 |
| 要使用财务客户报表请求客服人员主题: | Financial Services Cloud 扩展或 FSC 服务 和 Salesforce Foundations 标准权限集 和 Industry Service Excellence 和 Omnistudio 用户 |
| 要使用 Agentforce: | Agentforce 服务代理用户 |

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