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Opret en finansiel custodian til at repræsentere en tredjeparts finansiel institution, f.eks. en bank, der har og sikrer klientaktiver.
Tilgængelig i: Lightning Experience Tilgængelig i: Enterprise og Unlimited Edition |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil bruge forbindelsesbibliotek med økonomiske tjenester: | Financial Services Cloud-udvidelse ELLER FSC-fundamenter ELLER FSC-salg ELLER FSC-service |
| Hvis du vil bruge Agentforce: | Agent Platform-konstruktør-tilladelsessæt |
| Hvis du vil køre meddelelsesskabeloner: | Brugertilladelsen Kør meddelelsesskabeloner |
| Hvis du vil bruge Data 360: | Data Cloud-organisation: Data Cloud-arkitekt |
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