您在此处:
事件和里程碑
通过事件和重大事件组件,快速了解客户的人生大事或重大事件。使用详细信息了解个人、家庭或企业的需求,以确定即将到来的业务机会,并制定及时的个性化优惠和参与。
通过事件和重大事件组件,快速了解客户的人生大事或重大事件。使用详细信息了解个人、家庭或企业的需求,以确定即将到来的业务机会,并制定及时的个性化优惠和参与。
| 适用于:Lightning Experience |
| 适用于:Financial Services Cloud:Enterprise 和 Unlimited Edition |
考虑一家金融机构管理不同产品(例如房屋贷款、公司客户和投资)的个人和企业客户。当客户到达新的人生大事和业务重大事件(例如买房、买车或拓展业务)时,事件和重大事件功能使关系经理能够一目了然地了解客户记录中的这些时刻。这使他们能够确定眼前的财务目标,提供及时的财务指导,并在客户最需要的时候提出相关的提议。
影响
要显示客户的人生大事和重大事件,确定即将到来的财务目标,让他们及时获得相关的指导,并在他们的需求变化时发现新的业务机会。
观看此视频,了解如何在 中使用事件和重大事件。
如果您无法全屏观看视频,请在新选项卡上打开视频:
Financial Services Cloud 的事件和重大事件。
要了解如何在贵组织中设置和配置事件和重大事件,请参阅事件和重大事件。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.