⏺ Agentic Advisor向けBridgeFTコネクタは、BridgeFTの保管データとポートフォリオ管理データをAgentforce Financial Servicesに取り込み、ウェルス アドバイザーがクライアントの資産の統合ビューを提供します。システム管理者は、API ログイン情報の検証、Data 360 の設定、毎日のデータ同期のスケジュールを行って、コネクタライブラリを介して接続を設定します。
使用可能なインターフェース: Lightning Experience 使用可能なエディション: Enterprise Edition および Unlimited Edition |
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