Création de plans d'action pour des objets Affaire financière
Utilisez des plans d'action pour capturer des tâches répétitives dans des modèles, puis automatisez les séquences de tâches. Vous pouvez également améliorer la collaboration et la productivité en attribuant automatiquement des propriétaires de tâche et des échéances à des engagements dans des affaires financières spécifiques.
Éditions requises
Disponible avec : Lightning Experience
Disponible avec : Éditions Professionnelle, Entreprise et Unlimited dans lesquelles Financial Services Cloud est activé
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