Финансовые услуги | Сводка финансовых сведений о пакете FinServ (управляемый пакет FSC)
Действие «Резюмирование финансовых сведений» предоставляет консультантам по благосостоянию сводку финансового профиля организации-хозяйства и организации-лица в режиме реального времени в Salesforce Financial Services Cloud.
Требуемые версии
Доступно в версиях: Lightning Experience
Доступно в версиях: Версии Enterprise, Performance, Unlimited и Developer Edition с надстройкой Agentforce for Financial Services или добавленной в Agentforce 1 Financial Services Edition. Требует наличия у каждого пользователя надстройки Agentforce for Financial Services для доступа к действию.
Необходимые полномочия
Для использования Financial Services Cloud:
Расширение Financial Services Cloud
ИЛИ
FSC Foundation
ИЛИ
Продажи FSC
ИЛИ
Служба FSC
Для использования помощи финансового консультанта пакета FinServ:
Полномочие пользователя Einstein for Financial Services
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