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客服人员主题:FinServ 软件包财富顾问客户会后跟进(受管软件包)
FinServ 软件包财富顾问客户会议后跟进主题通过创建财务目标和人生大事来帮助财富顾问管理会议后任务。构建和组织会议备注。从会议备注中提取财务目标和人生大事。将后续任务分为多个类别,例如财务计划或记录结果。如果会议备注可用,使用此主题。

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FinServ 软件包财富顾问客户会议后跟进主题通过创建财务目标和人生大事来帮助财富顾问管理会议后任务。构建和组织会议备注。从会议备注中提取财务目标和人生大事。将后续任务分为多个类别,例如财务计划或记录结果。如果会议备注可用,使用此主题。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
| 所需权限 | |
|---|---|
| 要使用 Financial Services Cloud: | Financial Services Cloud 扩展 或者 FSC Foundation 或者 FSC 销售 或者 FSC 服务 |
| 要使用 FinServ 软件包财务顾问帮助: | Einstein for Financial Services 用户权限 和 财务顾问帮助设置 |
| 要使用 Agentforce: | 客服人员平台生成器权限集 |
| 运行提示模板: | 执行提示模板用户权限 |
这是 Financial Services Cloud 受管软件包功能。
| API 名称 | FinServPkgWealthAdvisorClientPostMeetingFollowUp |
| 包含的客服人员操作 |

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