Usted estĆ” aquĆ:
La acciĆ³n Revisar asignaciĆ³n de activos proporciona a los asesores de patrimonio una comparaciĆ³n de la asignaciĆ³n de activos de cartera actual de una cuenta con su asignaciĆ³n de destino.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Enterprise, Performance, Unlimited y Developer Edition con el complemento Agentforce for Financial Services o incluido en Agentforce 1 Financial Services Edition. Requiere que cada usuario tenga el complemento Agentforce for Financial Services para acceder a la acciĆ³n. |
| Permisos necesarios | |
|---|---|
| Para utilizar Financial Services Cloud: | ExtensiĆ³n de Financial Services Cloud O FundaciĆ³n FSC O Ventas de FSC O Servicio FSC |
| Para utilizar Asistencia de asesor financiero: | Permiso de usuario Einstein for Financial Services Y ConfiguraciĆ³n Asistencia de asesor financiero |
| Para utilizar objetos estĆ”ndar de GestiĆ³n de cuentas financieras: | ParĆ”metro Objetos estĆ”ndar de GestiĆ³n de cuentas financieras |
| Consulte Acceso de usuario comĆŗn para acciones de agente estĆ”ndar. | |
| Nombre de API | ReviewAllocation |
| Tipo de acciĆ³n de referencia | Plantilla de solicitud |
| AcciĆ³n de referencia | Resumir la asignaciĆ³n de objetivos |
| ĀæEjecuta esta acciĆ³n una o mĆ”s plantillas de solicitudes? | SĆ |
| ConfiguraciĆ³n requerida | Asistencia de asesor financiero |
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