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財務服務 | FinServ 封裝解壓縮財務目標 (FSC 受管理封裝)
從會議備註中解壓縮財務目標。識別財富管理顧問的財務目標、類型、狀態、目標值和目標日期。
從會議備註中解壓縮財務目標。識別財富管理顧問的財務目標、類型、狀態、目標值和目標日期。
| 提供版本:Lightning Experience |
| 提供版本:具有 Agentforce for Financial Services 附加元件或包含在 Agentforce 1 Financial Services Edition 中的 Enterprise、Performance、Unlimited 及 Developer Edition。需要每個使用者擁有 Agentforce for Financial Services 附加元件才能存取動作。 |
| 需要的權限 | |
|---|---|
| 若要使用 Financial Services Cloud: | Financial Services Cloud 擴充功能 或 FSC 基金會 或 FSC 銷售量 或 FSC 服務 |
| 若要使用 FinServ 封裝財務顧問協助: | Einstein for Financial Services 使用者權限 與 「財務顧問協助」設定 |
| 若要使用 Agentforce: | 「工作人員平台產生器」權限集 |
| 若要執行提示範本: | 「執行提示範本」使用者權限 |
| 請參閱標準工作人員動作的 一般使用者存取權。 | |
| API 名稱 | FinServPkgExtractFinancialGoals |
| 參照動作類型 | 提示範本 |
| 參考動作 | FinServ 封裝會解壓縮財務目標 |
| 此動作是否會執行一或多個提示範本? | 是 |
| 需要設定 | FinServ 封裝財務顧問協助 |

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