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協助客戶要求其支票或儲蓄帳戶對帳單的副本。收集詳細資料,例如選取的帳戶、對帳單期間 (預先定義或自訂日期),以及遞送方法 (電子郵件或張貼)。確認要求的所有詳細資料,並建立要履行的個案。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
| 需要的使用者權限 | |
|---|---|
| 若要設定財務帳戶對帳單要求工作人員主題: | Financial Services Cloud 擴充功能或 FSC 服務 與 Salesforce Foundations Standard 權限集 與 產業傑出服務 與 Omnistudio 管理員 |
| 若要使用財務帳戶對帳單要求工作人員主題: | Financial Services Cloud 擴充功能或 FSC 服務 與 Salesforce Foundations Standard 權限集 與 產業傑出服務 與 Omnistudio 使用者 |
| 若要使用 Agentforce: | Agentforce 服務代理程式使用者 |

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