Criar planos de ação para objetos de acordo financeiro
Use planos de ação para capturar tarefas repetíveis em modelos e então automatizar as sequências de tarefas. Com os planos de ação, você também pode aprimorar a colaboração e a produtividade automaticamente atribuindo proprietários da tarefa e prazos para engajamentos do acordo financeiro específico.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Edições Professional, Enterprise e Unlimited em que o Financial Services Cloud está habilitado
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