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Action Plans in Agentforce Financial Services for Admins
๋ฑƒ์ง€

Action Plans in Agentforce Financial Services for Admins

Set up Action Plans to deliver consistent and compliant client engagement experiences.

์‹œ์ž‘
+400ํฌ์ธํŠธ
์ค‘๊ธ‰
๊ด€๋ฆฌ์ž
~55๋ถ„
+400ํฌ์ธํŠธ
์ค‘๊ธ‰
๊ด€๋ฆฌ์ž
~55๋ถ„
~55๋ถ„

์ด ํŠธ๋ ˆ์ผ์—์„œ ์‚ฌ์šฉ ๊ฐ€๋Šฅ

ํ•™์Šต ๊ฐ€๋Šฅ ์Šคํ‚ฌ

ํ•ด๋‹น ๋ฑƒ์ง€๋ฅผ ์™„๋ฃŒํ•˜์—ฌ ์ „๋ฌธ์„ฑ์„ ์Œ“์œผ์„ธ์š”. ์ž์„ธํžˆ ์•Œ์•„๋ณด๊ธฐ

์Šคํ‚ฌ

  • ์‹œ์Šคํ…œ ์„ค๊ณ„ ๋ฐ ๊ตฌํ˜„
  • ํด๋ผ์ด์–ธํŠธ ์ง€์›
  • ํ’ˆ์งˆ ๋ณด์ฆ ๋ฐ ๊ด€๋ฆฌ
  • ๊ณ ๊ฐ ์„œ๋น„์Šค
  • ์†Œํ”„ํŠธ์›จ์–ด ํ’ˆ์งˆ ๋ณด์ฆ

์ œํ’ˆ

  • Agentforce Financial Services

์‚ฐ์—…

  • ๊ธˆ์œต ์„œ๋น„์Šค

๋” ์•Œ์•„๋ณด๊ธฐ

๋”์šฑ ๊ฐœ์ธํ™”๋œ ๊ณ ๊ฐ ๊ตฌ๋งค ๊ณผ์ •์„ ์ƒ์„ฑํ•˜๊ณ  ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์˜์‚ฌ ๊ฒฐ์ •์„ ๋‚ด๋ฆฌ๋Š” ๋ฐ ๋‹ค๋ฅธ Salesforce ์ œํ’ˆ์ด ์–ด๋–ป๊ฒŒ ๋„์›€์ด ๋˜๋Š”์ง€ ์•Œ์•„๋ณด์„ธ์š”.