Formuesrådgivere kan få en helhetlig oversikt over klientens aktiva ved å bruke Aktivetildeling-komponenten. På en Konto-postside viser du dataene fra objektet Tildeling av mål for finanskapitalportefølje relatert til kontoen.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition
Utforske og lære
Se denne videoen for å forstå Aktivumtildelingskomponent for Financial Services Cloud.
Innstilling for standardobjekter for økonomikontobehandling Aktiver innstillingen for standardobjekter for behandling av finanskontoer for å modellere finanskontoer og relatert informasjon ved å bruke Finanskonto og relaterte standardobjekter.
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