Prosessnavneverdier for tjenesteprosessdokumenttyper
Se gjennom prosessnavnverdiene som kreves for å konfigurere beslutningsmatrisen for henting av tjenesteprosessdokumenttyper.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise, Unlimited og Developer Edition med Financial Services Cloud og Unified Catalog.
I inntak-Omniscript for bestemte tjenesteprosesser sender et dedikert Integrasjonsprosedyre-element en ProcessName-nøkkel i sin Ekstra belastning-del. Verdien i denne nøkkelen fungerer som inndata til GetAllRequiredDocumentTypes-beslutningsmatrisen. Tilordne disse nøyaktige verdiene i matrisen for å forsikre deg om at de riktige dokumentkravene lastes inn for hver tjenesteprosess.
Tjeneste
Integrasjonsprosedyreelement i Omniscript
Navn på integrasjonsprosedyre
Prosessnavnverdi
Oppdater profil
GetDocumentTypes
FSCWlth_GetAllDocumentTypes
FSCWlth_UpdateProfile
Behandle kredittgrense
GetDocumentTypes
FSCWlth_GetAllDocumentTypes
FSCRtl_ManageCreditLimit
Konfigurere nødvendig minimumsfordeling
GetDocumentTypes
FSCWlth_GetAllDocumentTypes
FSCWlth_SetupRequiredMinimumDistribution
Adresseoppdatering
GetAllDocumentTypesIP
FSCAddressUpdate_GetDocumentTypes
Adresseoppdatering
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
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
Always Active
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
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
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.
