⏺ BridgeFT-anslutaren för Agentic Advisor hämtar depå- och portföljförvaltningsdata från BridgeFT till Agentforce Financial Services, vilket ger förmögenhetsrådgivare en enhetlig vy av klienters förmögenhet. Administratörer konfigurerar anslutningen genom anslutarbiblioteket genom att validera API-inloggningsuppgifter, konfigurera Data 360 och schemalägga dagliga datasynkroniseringar.
Tillgängliga i: Lightning Experience Tillgängliga i: Enterprise och Unlimited Editions. |
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