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BridgeFT 連接器
BridgeFT Connector for Agent Advisor 將監管與產品組合管理資料從 BridgeFT 帶入 Agentforce Financial Services,為財富顧問提供客戶財富的統一檢視。管理員可透過 Connector Library 驗證 API 認證、設定 Data 360 並排程每日資料同步,以設定連線。
BridgeFT Connector for Agent Advisor 將監管與產品組合管理資料從 BridgeFT 帶入 Agentforce Financial Services,為財富顧問提供客戶財富的統一檢視。管理員可透過 Connector Library 驗證 API 認證、設定 Data 360 並排程每日資料同步,以設定連線。
提供版本:Lightning Experience 提供版本:Enterprise 及 Unlimited Edition |

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