BridgeFT Connector for Agentic Advisor는 BridgeFT의 보관 및 포트폴리오 관리 데이터를 Agentforce Financial Services에 가져와 자산 담당자에게 고객 자산에 대한 통합된 관점을 제공합니다. 관리자는 API 자격 증명을 확인하고 Data 360을 설정하고 일일 데이터 동기화를 예약하여 커넥터 라이브러리를 통해 연결을 구성합니다.
지원 제품: Lightning Experience 지원 제품: Enterprise 및 Unlimited Edition |
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