Ayude a los donantes a poner en pausa, reanudar, cerrar o actualizar el importe de sus compromisos de regalo existentes con programaciones recurrentes. En Agent Builder, configure un agente que utilice el subagente Gestionar compromisos de regalo para ayudar los donantes a gestionar sus compromisos de regalo en su sitio de Experience Cloud.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible con: Ediciones Enterprise, Unlimited y Developer con una licencia complementaria Agentforce o Einstein para Ventas, Servicio, Plataforma o Sector, donde RecaudaciĆ³n de fondos estĆ” activada. Requiere que cada usuario tenga el complemento Agentforce o Einstein para acceder a las acciones.
Con el subagente Gestionar compromisos de regalo, los donantes pueden utilizar un agente para gestionar sus compromisos de regalo. El subagente Gestionar compromisos de regalo contiene las acciones Cerrar compromiso de regalo y Gestionar compromiso de regalo recurrente.
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