Implementer omsætningsstyring for Financial Services Cloud
Før du opretter en app fra skabelonen Omsætningsstyring for Financial Services Cloud, skal du implementere Omsætningsstyring for Financial Services Cloud i Salesforce.
Nødvendige utgaver
Tilgjengelig i Developer Edition, og mot ekstra kostnader i Enterprise, Performance og Unlimited Edition.
Nødvendige tillatelsessett
Hvis du vil oprette og administrere omsætningsstyring for Financial Services Cloud-appen:
Administrator for matematisk utvikling for Finsk
Hvis du vil bruge omsætningsstyring for Financial Services Cloud-appen:
RI for Finsk-bruker
Hvis du vil implementere omsætningsstyring for Financial Services Cloud:
Aktivere CRM Analytics
Gi brukere tilgang til Omsetningsbehandling for Financial Services.
Angi feltnivåsikkerhet for Analytics-behandlingsbruker.
Opret og del en app fra skabelonen Omsætningsstyring for Financial Services.
Merk Hvis du vil oprette en app fra skabelonen Omsætningsstyring for Financial Services Cloud, skal den FSC-administrerede pakke være installeret i din organisation.
Aktivere CRM Analytics Aktiver CRM Analytics i Salesforce før du oppretter en app med malen Revenue Management for Financial Services Cloud.
Opret og del appen Opret en app fra skabelonen Omsætningsstyring for Financial Services Cloud, og del derefter appen med dine brugere.
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