Dine formuerådgivere kan få en holistisk visning af deres klients aktiver ved brug af komponenten Aktivtildeling. På en kontoregistreringsside kan du se dataene fra objektet Tildeling af mål for finansiel aktivportefølje, der er relateret til kontoen.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition
Udforsk og lær
Se denne video for at forstå Komponenten Aktivtildeling for Financial Services Cloud.
Indstilling for standardobjekter for Administration af finansiel konto Hvis du vil modellere finansielle konti og relaterede oplysninger ved brug af den finansielle konto og relaterede standardobjekter, skal du aktivere indstillingen for standardobjekter for administration af finansiel konto.
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