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La acciĆ³n Resumir desempeƱo de cartera proporciona a los asesores patrimoniales un resumen del desempeƱo de una cartera de cuentas en Salesforce Financial Services Cloud.
| 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 | SummarizePortfolioPerformance |
| Tipo de acciĆ³n de referencia | Plantilla de solicitud |
| AcciĆ³n de referencia | Resumen de pĆ©rdidas y ganancias para participaciones en valores |
| ĀæEjecuta esta acciĆ³n una o mĆ”s plantillas de solicitudes? | SĆ |
| ConfiguraciĆ³n requerida | Asistencia de asesor financiero |
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