Explore the Finance Operations Workspace The Finance Operations Workspace is a single system to manage and prioritize work. Finance Operations Workspace landing pageAs a Finance Specialist (sn_fin_ops.specialist), view a summary of the important items, your performance, and recent activities on your cases.Finance Operations Workspace list pageView a high-level information of all records in a list filter from the Finance Operations Workspace list page.Finance Operations Workspace Case Details pageThe Finance Operations Workspace Case Details page is displayed when you select the link of a finance case.Interaction management in Finance Operations WorkspaceAny finance request made through chat is logged in an auto-generated interaction record. Specialists can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing finance case record.Process Automation Designer flows for playbookWorkflow Studio Playbooks enables you, as a business playbook owner, to organize Workflow Studio content into unified and digitized cross-enterprise processes.
Explore the Finance Operations Workspace The Finance Operations Workspace is a single system to manage and prioritize work. Finance Operations Workspace landing pageAs a Finance Specialist (sn_fin_ops.specialist), view a summary of the important items, your performance, and recent activities on your cases.Finance Operations Workspace list pageView a high-level information of all records in a list filter from the Finance Operations Workspace list page.Finance Operations Workspace Case Details pageThe Finance Operations Workspace Case Details page is displayed when you select the link of a finance case.Interaction management in Finance Operations WorkspaceAny finance request made through chat is logged in an auto-generated interaction record. Specialists can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing finance case record.Process Automation Designer flows for playbookWorkflow Studio Playbooks enables you, as a business playbook owner, to organize Workflow Studio content into unified and digitized cross-enterprise processes.