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FinServ 软件包财务顾问帮助主题参考(受管软件包)
主题定义了客服人员要完成的特定工作的能力范围。主题帮助客服人员识别用户请求的类型,确定请求的范围,做出决策并执行操作。财务顾问帮助包含专为财务顾问设计的主题库,以帮助客户。

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主题定义了客服人员要完成的特定工作的能力范围。主题帮助客服人员识别用户请求的类型,确定请求的范围,做出决策并执行操作。财务顾问帮助包含专为财务顾问设计的主题库,以帮助客户。
| 适用于:Lightning Experience |
| 适用于:Professional、Enterprise 和 Unlimited Edition |
这是 Financial Services Cloud 受管软件包功能。

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