Maak een financiƫle bewaarnemer om een externe financiƫle instelling, zoals een bank, te vertegenwoordigen die activa van klanten aanhoudt en beveiligt.
Beschikbaar in: Lightning Experience Beschikbaar in: Enterprise en Unlimited Edition |
| Benodigde gebruikersmachtigingen | |
|---|---|
| Connectorbibliotheek gebruiken met Financial Services: | Financial Services Cloud-extensie OR FSC-stichtingen OR FSC Sales OR FSC-service |
| Agentforce gebruiken: | Machtigingenset Agent Platform Builder |
| Aanwijzingssjablonen uitvoeren: | Gebruikersmachtiging Aanwijzingssjablonen uitvoeren |
| Data 360 gebruiken: | Data Cloud-organisatie: Data Cloud-architect |
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