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Ensret forvaltningskontodata fra BridgeFT med dine klientregistreringer for Financial Services for at få en komplet visning af klientens formue. BridgeFT Connector for Agentic Advisor bringer data om forvaltning og porteføljeadministration ind i Agentforce Financial Services gennem Connector-biblioteket.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Enterprise og Unlimited Edition med Agentforce for Financial Services-tilføjelsesprogramlicensen eller inkluderet i Agentforce 1 Financial Services Edition |
Administratorer opretter forbindelse til BridgeFT ved at validere API-legitimationsoplysninger, konfigurere Data 360, implementere datapakker og registrere rådgiverkoder for nøjagtig datatilskrivning. Når forbindelsen er aktiv, planlægger den daglige datasynkronisering og viser status i realtid, så administratorer kan overvåge dataopdatering og udløse opdateringer efter behov. Med klientdata, der flyder ind i Salesforce, får formuere rådgivere en forenet visning af deres forretningsoversigt gennem siden Kundedetaljer, advarsler og AI-styret chat.
Find ud af, hvordan du opsætter og bruger Connector Library.
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