Opprett en finansforvalter som skal representere en tredjeparts finansinstitusjon, som en bank, som holder og sikrer klientaktiva.
Tilgjengelig i Lightning Experience Tilgjengelig i Enterprise og Unlimited Edition |
| Nødvendige brukertillatelser | |
|---|---|
| For å bruke Koblingsbibliotek med Financial Services: | Financial Services Cloud-utvidelse ELLER FSC-grunnlag ELLER FSC-salg ELLER FSC-tjeneste |
| For å bruke Agentforce: | Tillatelsessettet Agent-plattformbygger |
| For å kjøre ledetekstmaler: | Brukertillatelsen Utføre ledetekstmaler |
| For å bruke Data 360: | Data Cloud-organisasjon: Data Cloud-arkitekt |
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